Cape Investment Advisory, Inc. Spdr Portfolio Intermediate Te Transaction History
Cape Investment Advisory, Inc.
- $247 Billion
- Q3 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 1,743 shares of SPIB stock, worth $57,013. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,743
Previous 1,748
0.29%
Holding current value
$57,013
Previous $56.9 Million
3.24%
% of portfolio
0.02%
Previous 0.03%
Shares
6 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$330 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.93MShares$227 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA5.05MShares$165 Million0.04% of portfolio