Slate Stone Wealth, LLC Spdr Portfolio Intermediate Te Transaction History
Slate Stone Wealth, LLC
- $923 Million
- Q2 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 $267,240. This represents 0.03% of its overall portfolio holdings.
Number of Shares
8,064
Previous 8,064
-0.0%
Holding current value
$267,240
Previous $264,000
0.38%
% of portfolio
0.03%
Previous 0.03%
Shares
9 transactions
Others Institutions Holding SPIB
# of Institutions
522Shares Held
198MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.4MShares$1.44 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC32.5MShares$1.08 Billion0.54% of portfolio
-
Envestnet Asset Management Inc8.82MShares$292 Million0.1% of portfolio
-
Creative Planning Overland Park, KS6.93MShares$230 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA5.92MShares$196 Million0.05% of portfolio