Northern Oak Wealth Management Inc Spdr Portfolio Intermediate Te Transaction History
Northern Oak Wealth Management Inc
- $788 Million
- Q4 2024
A detailed history of Northern Oak Wealth Management Inc transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Northern Oak Wealth Management Inc holds 10,352 shares of SPIB stock, worth $344,721. This represents 0.04% of its overall portfolio holdings.
Number of Shares
10,352
Previous 9,957
3.97%
Holding current value
$344,721
Previous $335,000
1.19%
% of portfolio
0.04%
Previous 0.04%
Shares
23 transactions
Others Institutions Holding SPIB
# of Institutions
598Shares Held
243MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.5MShares$1.45 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.3MShares$1.28 Billion0.53% of portfolio
-
Envestnet Asset Management Inc9.58MShares$319 Million0.1% of portfolio
-
Creative Planning Overland Park, KS6.83MShares$227 Million0.22% of portfolio
-
Morgan Stanley New York, NY5.5MShares$183 Million0.01% of portfolio