Obsidian Personal Planning Solutions LLC Spdr Portfolio Intermediate Te Transaction History
Obsidian Personal Planning Solutions LLC
- $159 Million
- Q2 2024
A detailed history of Obsidian Personal Planning Solutions LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Obsidian Personal Planning Solutions LLC holds 276,469 shares of SPIB stock, worth $9.16 Million. This represents 5.65% of its overall portfolio holdings.
Number of Shares
276,469
Previous 256,481
7.79%
Holding current value
$9.16 Million
Previous $8.38 Million
7.36%
% of portfolio
5.65%
Previous 5.48%
Shares
2 transactions
Others Institutions Holding SPIB
# of Institutions
522Shares Held
198MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.4MShares$1.44 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC32.5MShares$1.08 Billion0.54% of portfolio
-
Envestnet Asset Management Inc8.82MShares$292 Million0.1% of portfolio
-
Creative Planning Overland Park, KS6.93MShares$230 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA5.92MShares$196 Million0.05% of portfolio