Processus Wealth & Capital Management, LLC Spdr Portfolio Intermediate Te Transaction History

Processus Wealth & Capital Management, LLC

$125 Billion
Q4 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Mar 05, 2024	BUY	$30.91 - $32.89 $350,303 - $372,742	11,333 New	11,333 $372 Million

Others Institutions Holding SPIB

# of Institutions

574

Shares Held

225M

Call Options Held

300

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

43.5M
Shares

$1.43 Billion
0.27% of portfolio
Lpl Financial LLC Fort Mill, SC

35M
Shares

$1.15 Billion
0.54% of portfolio
Envestnet Asset Management Inc

10.1M
Shares

$332 Million
0.11% of portfolio
Creative Planning Overland Park, KS

6.93M
Shares

$228 Million
0.23% of portfolio
D.A. Davidson & Co.

5.17M
Shares

$170 Million
1.4% of portfolio

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