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 $24.5 Million. This represents 4.0% of its overall portfolio holdings.
Number of Shares
736,572Holding current value
$24.5 Million% of portfolio
4.0%Shares
4 transactions
Others Institutions Holding SPIB
# of Institutions
601Shares Held
243MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.5MShares$1.44 Billion0.27% of portfolio
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Lpl Financial LLC Fort Mill, SC38.3MShares$1.27 Billion0.53% of portfolio
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Envestnet Asset Management Inc9.58MShares$318 Million0.1% of portfolio
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Creative Planning Overland Park, KS6.83MShares$227 Million0.22% of portfolio
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Morgan Stanley New York, NY5.5MShares$183 Million0.01% of portfolio