1620 Investment Advisors, Inc. Spdr Portfolio Intermediate Te Transaction History
1620 Investment Advisors, Inc.
- $124 Million
- Q3 2024
A detailed history of 1620 Investment Advisors, Inc. transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, 1620 Investment Advisors, Inc. holds 126,395 shares of SPIB stock, worth $4.14 Million. This represents 3.42% of its overall portfolio holdings.
Number of Shares
126,395
Previous 123,804
2.09%
Holding current value
$4.14 Million
Previous $4.03 Million
5.68%
% of portfolio
3.42%
Previous 3.32%
Shares
11 transactions
Others Institutions Holding SPIB
# of Institutions
536Shares Held
214MCall 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$1.14 Billion0.54% of portfolio
-
Envestnet Asset Management Inc10.1MShares$331 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.93MShares$227 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA5.05MShares$165 Million0.04% of portfolio