Pensionmark Financial Group, LLC Spdr Portfolio Intermediate Te Transaction History
Pensionmark Financial Group, LLC
- $3.54 Billion
- Q4 2024
A detailed history of Pensionmark Financial Group, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 7,728 shares of SPIB stock, worth $254,173. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,728
Previous 7,666
0.81%
Holding current value
$254,173
Previous $258,000
1.94%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding SPIB
# of Institutions
606Shares Held
244MCall 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$315 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