Wealth Shield Partners, LLC Spdr Portfolio Intermediate Te Transaction History
Wealth Shield Partners, LLC
- $721 Million
- Q3 2024
A detailed history of Wealth Shield Partners, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 15,174 shares of SPIB stock, worth $497,858. This represents 0.07% of its overall portfolio holdings.
Number of Shares
15,174
Previous 14,372
5.58%
Holding current value
$497,858
Previous $467,000
9.42%
% of portfolio
0.07%
Previous 0.07%
Shares
16 transactions
Others Institutions Holding SPIB
# of Institutions
546Shares Held
217MCall Options Held
300Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA44.6MShares$1.46 Billion0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC35MShares$1.15 Billion0.54% of portfolio
-
Envestnet Asset Management Inc10.1MShares$331 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.93MShares$228 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA5.05MShares$166 Million0.04% of portfolio