Roundview Capital LLC Spdr Portfolio Intermediate Te Call Options Transaction History

Roundview Capital LLC

$1.25 Billion
Q2 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SPIB

# of Institutions

519

Shares Held

199M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

43.4M
Shares

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

32.5M
Shares

$1.07 Billion
0.54% of portfolio
Envestnet Asset Management Inc

8.82M
Shares

$290 Million
0.1% of portfolio
Creative Planning Overland Park, KS

6.93M
Shares

$228 Million
0.23% of portfolio
Wells Fargo & Company San Francisco, CA

5.92M
Shares

$195 Million
0.05% of portfolio

About SPDR PORTFOLIO INTERMEDIATE TE

Ticker SPIB
Sector ETFs
Industry ETFs

More about SPIB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Roundview Capital LLC, based on Form 13F filings with the SEC.

News

Stay updated on Roundview Capital LLC with notifications on news.