Coastal Investment Advisors, Inc. Spdr Portfolio Intermediate Te Transaction History
Coastal Investment Advisors, Inc.
- $234 Million
- Q4 2024
A detailed history of Coastal Investment Advisors, Inc. transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Coastal Investment Advisors, Inc. holds 11,705 shares of SPIB stock, worth $385,562. This represents 0.16% of its overall portfolio holdings.
Number of Shares
11,705
Previous 636
1740.41%
Holding current value
$385,562
Previous $21,000
1723.81%
% of portfolio
0.16%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding SPIB
# of Institutions
557Shares Held
219MCall Options Held
300Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA44.6MShares$1.47 Billion0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC35MShares$1.15 Billion0.54% of portfolio
-
Envestnet Asset Management Inc10.1MShares$333 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.93MShares$228 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA5.05MShares$166 Million0.04% of portfolio