Cape Investment Advisory, Inc. Spdr Portfolio Intermediate Te Transaction History
Cape Investment Advisory, Inc.
- $223 Billion
- Q2 2024
A detailed history of Cape Investment Advisory, Inc. transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 1,748 shares of SPIB stock, worth $57,841. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,748
Previous 1,355
29.0%
Holding current value
$57,841
Previous $44.3 Million
28.49%
% of portfolio
0.03%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding SPIB
# of Institutions
519Shares Held
199MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.4MShares$1.44 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC32.5MShares$1.07 Billion0.54% of portfolio
-
Envestnet Asset Management Inc8.82MShares$292 Million0.1% of portfolio
-
Creative Planning Overland Park, KS6.93MShares$229 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA5.92MShares$196 Million0.05% of portfolio