Client 1 St Advisory Group, LLC Spdr Portfolio Intermediate Te Transaction History
Client 1 St Advisory Group, LLC
- $230 Million
- Q2 2024
A detailed history of Client 1 St Advisory Group, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Client 1 St Advisory Group, LLC holds 6,532 shares of SPIB stock, worth $213,988. This represents 0.09% of its overall portfolio holdings.
Number of Shares
6,532
Previous 7,507
12.99%
Holding current value
$213,988
Previous $245,000
13.47%
% of portfolio
0.09%
Previous 0.11%
Shares
19 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$1.15 Billion0.54% of portfolio
-
Envestnet Asset Management Inc10.1MShares$331 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