Transatlantique Private Wealth LLC Spdr Portfolio Intermediate Te Transaction History
Transatlantique Private Wealth LLC
- $243 Million
- Q2 2024
A detailed history of Transatlantique Private Wealth LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Transatlantique Private Wealth LLC holds 115,295 shares of SPIB stock, worth $3.82 Million. This represents 1.55% of its overall portfolio holdings.
Number of Shares
115,295
Previous 78,304
47.24%
Holding current value
$3.82 Million
Previous $2.56 Million
46.7%
% of portfolio
1.55%
Previous 1.13%
Shares
2 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