Slate Stone Wealth, LLC Spdr Portfolio Intermediate Te Transaction History
Slate Stone Wealth, LLC
- $1.02 Billion
- Q4 2024
A detailed history of Slate Stone Wealth, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Slate Stone Wealth, LLC holds 8,064 shares of SPIB stock, worth $264,015. This represents 0.03% of its overall portfolio holdings.
Number of Shares
8,064
Previous 8,064
-0.0%
Holding current value
$264,015
Previous $272,000
2.94%
% of portfolio
0.03%
Previous 0.02%
Shares
9 transactions
Others Institutions Holding SPIB
# of Institutions
586Shares Held
227MCall Options Held
300Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.5MShares$1.42 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.3MShares$1.25 Billion0.53% of portfolio
-
Envestnet Asset Management Inc9.58MShares$314 Million0.1% of portfolio
-
Creative Planning Overland Park, KS6.93MShares$227 Million0.23% of portfolio
-
D.A. Davidson & Co.5.17MShares$169 Million1.4% of portfolio