Center For Asset Management LLC Spdr Portfolio Intermediate Te Transaction History
Center For Asset Management LLC
- $154 Million
- Q4 2024
A detailed history of Center For Asset Management LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Center For Asset Management LLC holds 71,077 shares of SPIB stock, worth $2.33 Million. This represents 1.51% of its overall portfolio holdings.
Number of Shares
71,077
Previous 55,893
27.17%
Holding current value
$2.33 Million
Previous $1.88 Million
23.57%
% of portfolio
1.51%
Previous 1.12%
Shares
7 transactions
Others Institutions Holding SPIB
# of Institutions
578Shares Held
228MCall Options Held
300Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.5MShares$1.42 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.3MShares$1.25 Billion0.53% of portfolio
-
Envestnet Asset Management Inc10.1MShares$331 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.93MShares$227 Million0.23% of portfolio
-
D.A. Davidson & Co.5.17MShares$169 Million1.4% of portfolio