Advocacy Wealth Management Services, LLC Spdr Portfolio Intermediate Te Transaction History
Advocacy Wealth Management Services, LLC
- $1.22 Billion
- Q4 2024
A detailed history of Advocacy Wealth Management Services, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Advocacy Wealth Management Services, LLC holds 412,390 shares of SPIB stock, worth $13.7 Million. This represents 1.11% of its overall portfolio holdings.
Number of Shares
412,390Holding current value
$13.7 Million% of portfolio
1.11%Shares
4 transactions
Others Institutions Holding SPIB
# of Institutions
602Shares Held
243MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.5MShares$1.45 Billion0.27% of portfolio
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Lpl Financial LLC Fort Mill, SC38.3MShares$1.27 Billion0.53% of portfolio
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Envestnet Asset Management Inc9.58MShares$318 Million0.1% of portfolio
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Creative Planning Overland Park, KS6.83MShares$227 Million0.22% of portfolio
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Morgan Stanley New York, NY5.5MShares$183 Million0.01% of portfolio