Capital Asset Advisory Services LLC Spdr Bloomberg International C Transaction History

Capital Asset Advisory Services LLC

$1.94 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 04, 2022	SELL	$34.08 - $35.54 $15,710 - $16,383	-461 Closed	0 $0
Q1 2021 May 13, 2021	BUY	$35.77 - $38.08 $16,489 - $17,554	461 New	461 $17,000

Others Institutions Holding IBND

# of Institutions

81

Shares Held

4.17M

Call Options Held

0

Put Options Held

0

Checchi Capital Advisers, LLC Beverly Hills, CA

601K
Shares

$18.9 Million
1.0% of portfolio
Lodestar Private Asset Management LLC Alamo, CA

345K
Shares

$10.9 Million
1.23% of portfolio
Morgan Stanley New York, NY

235K
Shares

$7.38 Million
0.0% of portfolio
Ameritas Investment Partners, Inc. Lincoln, NE

212K
Shares

$6.67 Million
0.2% of portfolio
State Street Corp Boston, MA

184K
Shares

$5.79 Million
0.0% of portfolio

About SPDR BLOOMBERG INTERNATIONAL C

Ticker IBND
Sector ETFs
Industry ETFs

More about IBND

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Asset Advisory Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Asset Advisory Services LLC with notifications on news.