Burt Wealth Advisors Spdr Portfolio Intermediate Te Transaction History
Burt Wealth Advisors
- $399 Million
- Q3 2024
A detailed history of Burt Wealth Advisors transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Burt Wealth Advisors holds 781,888 shares of SPIB stock, worth $25.6 Million. This represents 6.61% of its overall portfolio holdings.
Number of Shares
781,888
Previous 756,085
3.41%
Holding current value
$25.6 Million
Previous $24.6 Million
7.06%
% of portfolio
6.61%
Previous 6.51%
Shares
7 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
-
Wells Fargo & Company San Francisco, CA5.05MShares$165 Million0.04% of portfolio