Roundview Capital LLC Spdr Portfolio Intermediate Te Transaction History
Roundview Capital LLC
- $1.35 Billion
- Q3 2024
A detailed history of Roundview Capital LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Roundview Capital LLC holds 200,318 shares of SPIB stock, worth $6.55 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
200,318
Previous 192,276
4.18%
Holding current value
$6.55 Million
Previous $6.26 Million
7.86%
% of portfolio
0.5%
Previous 0.5%
Shares
5 transactions
Others Institutions Holding SPIB
# of Institutions
536Shares Held
214MCall Options Held
300Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA44.6MShares$1.46 Billion0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC35MShares$1.14 Billion0.54% of portfolio
-
Envestnet Asset Management Inc10.1MShares$331 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.93MShares$227 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA5.05MShares$165 Million0.04% of portfolio