Aquire Wealth Advisors, LLC Spdr Portfolio Intermediate Te Transaction History
Aquire Wealth Advisors, LLC
- $318 Million
- Q3 2024
A detailed history of Aquire Wealth Advisors, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Aquire Wealth Advisors, LLC holds 168,211 shares of SPIB stock, worth $5.51 Million. This represents 1.78% of its overall portfolio holdings.
Number of Shares
168,211
Previous 165,277
1.78%
Holding current value
$5.51 Million
Previous $5.38 Million
5.37%
% of portfolio
1.78%
Previous 1.81%
Shares
12 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
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Creative Planning Overland Park, KS6.93MShares$227 Million0.23% of portfolio
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Wells Fargo & Company San Francisco, CA5.05MShares$165 Million0.04% of portfolio