Modern Wealth Management, LLC Spdr Portfolio Intermediate Te Transaction History
Modern Wealth Management, LLC
- $2.86 Trillion
- Q4 2024
A detailed history of Modern Wealth Management, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Modern Wealth Management, LLC holds 12,933 shares of SPIB stock, worth $426,401. This represents 0.01% of its overall portfolio holdings.
Number of Shares
12,933
Previous 11,666
10.86%
Holding current value
$426,401
Previous $393 Million
8.13%
% of portfolio
0.01%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding SPIB
# of Institutions
608Shares Held
245MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.5MShares$1.43 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.3MShares$1.26 Billion0.53% of portfolio
-
Envestnet Asset Management Inc9.58MShares$316 Million0.1% of portfolio
-
Creative Planning Overland Park, KS6.83MShares$225 Million0.22% of portfolio
-
Morgan Stanley New York, NY5.5MShares$181 Million0.01% of portfolio