Pensionmark Financial Group, LLC Spdr Portfolio Intermediate Te Transaction History
Pensionmark Financial Group, LLC
- $3.09 Billion
- Q3 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 7,666 shares of SPIB stock, worth $251,904. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,666
Previous 30,694
75.02%
Holding current value
$251,904
Previous $1.03 Million
75.05%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SPIB
# of Institutions
574Shares Held
225MCall Options Held
300Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.5MShares$1.43 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC35MShares$1.15 Billion0.54% of portfolio
-
Envestnet Asset Management Inc10.1MShares$332 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.93MShares$228 Million0.23% of portfolio
-
D.A. Davidson & Co.5.17MShares$170 Million1.4% of portfolio