Mgo Private Wealth, LLC Spdr Portfolio Intermediate Te Transaction History
Mgo Private Wealth, LLC
- $138 Million
- Q4 2024
A detailed history of Mgo Private Wealth, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Mgo Private Wealth, LLC holds 57,429 shares of SPIB stock, worth $1.9 Million. This represents 1.36% of its overall portfolio holdings.
Number of Shares
57,429
Previous 53,739
6.87%
Holding current value
$1.9 Million
Previous $1.81 Million
3.87%
% of portfolio
1.36%
Previous 1.31%
Shares
10 transactions
Others Institutions Holding SPIB
# of Institutions
595Shares Held
243MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.5MShares$1.44 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.3MShares$1.27 Billion0.53% of portfolio
-
Envestnet Asset Management Inc9.58MShares$317 Million0.1% of portfolio
-
Creative Planning Overland Park, KS6.83MShares$226 Million0.22% of portfolio
-
Morgan Stanley New York, NY5.5MShares$182 Million0.01% of portfolio