Stonehaven Wealth & Tax Solutions, LLC Spdr Portfolio Intermediate Te Transaction History
Stonehaven Wealth & Tax Solutions, LLC
- $91.9 Billion
- Q4 2024
A detailed history of Stonehaven Wealth & Tax Solutions, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Stonehaven Wealth & Tax Solutions, LLC holds 11,342 shares of SPIB stock, worth $374,059. This represents 0.4% of its overall portfolio holdings.
Number of Shares
11,342Holding current value
$374,059% of portfolio
0.4%Shares
1 transactions
Others Institutions Holding SPIB
# of Institutions
590Shares Held
236MCall Options Held
300Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.5MShares$1.43 Billion0.27% of portfolio
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Lpl Financial LLC Fort Mill, SC38.3MShares$1.26 Billion0.53% of portfolio
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Envestnet Asset Management Inc9.58MShares$316 Million0.1% of portfolio
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Creative Planning Overland Park, KS6.83MShares$225 Million0.22% of portfolio
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Morgan Stanley New York, NY5.5MShares$181 Million0.01% of portfolio