Stonehaven Wealth & Tax Solutions, LLC Spdr Ser Tr Spdr Portfolio Tip Transaction History
Stonehaven Wealth & Tax Solutions, LLC
- $108 Billion
- Q3 2025
A detailed history of Stonehaven Wealth & Tax Solutions, LLC transactions in Spdr Ser Tr Spdr Portfolio Tip stock. As of the latest transaction made, Stonehaven Wealth & Tax Solutions, LLC holds 29,266 shares of SPIP stock, worth $766,183. This represents 0.71% of its overall portfolio holdings.
Number of Shares
29,266
Previous 29,230
0.12%
Holding current value
$766,183
Previous $762 Million
1.1%
% of portfolio
0.71%
Previous 0.74%
Shares
4 transactions
Others Institutions Holding SPIP
# of Institutions
237Shares Held
28.5MCall Options Held
12.5KPut Options Held
0-
State Street Corp Boston, MA3.78MShares$98.9 Million0.0% of portfolio
-
Cwm, LLC3.54MShares$92.7 Million0.28% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA3.1MShares$81.2 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.43MShares$37.5 Million0.01% of portfolio
-
3 Edge Asset Management, LP1.28MShares$33.4 Million2.04% of portfolio