Concord Wealth Partners Spdr Portfolio Intermediate Te Transaction History
Concord Wealth Partners
- $603 Million
- Q4 2024
A detailed history of Concord Wealth Partners transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Concord Wealth Partners holds 736,572 shares of SPIB stock, worth $24.3 Million. This represents 4.0% of its overall portfolio holdings.
Number of Shares
736,572Holding current value
$24.3 Million% of portfolio
4.0%Shares
4 transactions
Others Institutions Holding SPIB
# of Institutions
566Shares Held
223MCall Options Held
300Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA44.6MShares$1.47 Billion0.29% of portfolio
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Lpl Financial LLC Fort Mill, SC35MShares$1.15 Billion0.54% of portfolio
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Envestnet Asset Management Inc10.1MShares$333 Million0.11% of portfolio
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Creative Planning Overland Park, KS6.93MShares$229 Million0.23% of portfolio
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D.A. Davidson & Co.5.17MShares$170 Million1.4% of portfolio