Avantax Advisory Services, Inc. Spdr Portfolio Intermediate Te Transaction History
Avantax Advisory Services, Inc.
- $14.9 Billion
- Q3 2024
A detailed history of Avantax Advisory Services, Inc. transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 273,332 shares of SPIB stock, worth $8.99 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
273,332
Previous 243,167
12.41%
Holding current value
$8.99 Million
Previous $7.92 Million
16.38%
% of portfolio
0.06%
Previous 0.06%
Shares
15 transactions
Others Institutions Holding SPIB
# of Institutions
562Shares Held
223MCall Options Held
300Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA44.6MShares$1.47 Billion0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC35MShares$1.15 Billion0.54% of portfolio
-
Envestnet Asset Management Inc10.1MShares$332 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.93MShares$228 Million0.23% of portfolio
-
D.A. Davidson & Co.5.17MShares$170 Million1.4% of portfolio