4 Wealth Advisors, Inc. Spdr Portfolio Intermediate Te Transaction History
4 Wealth Advisors, Inc.
- $99.8 Billion
- Q4 2024
A detailed history of 4 Wealth Advisors, Inc. transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, 4 Wealth Advisors, Inc. holds 23,824 shares of SPIB stock, worth $785,715. This represents 0.78% of its overall portfolio holdings.
Number of Shares
23,824Holding current value
$785,715% of portfolio
0.78%Shares
1 transactions
Others Institutions Holding SPIB
# of Institutions
594Shares Held
243MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.5MShares$1.43 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.3MShares$1.26 Billion0.53% of portfolio
-
Envestnet Asset Management Inc9.58MShares$316 Million0.1% of portfolio
-
Creative Planning Overland Park, KS6.83MShares$225 Million0.22% of portfolio
-
Morgan Stanley New York, NY5.5MShares$181 Million0.01% of portfolio