Consilium Wealth Advisory, LLC Spdr Portfolio Intermediate Te Transaction History
Consilium Wealth Advisory, LLC
- $207 Million
- Q4 2024
A detailed history of Consilium Wealth Advisory, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Consilium Wealth Advisory, LLC holds 18,913 shares of SPIB stock, worth $621,481. This represents 0.3% of its overall portfolio holdings.
Number of Shares
18,913Holding current value
$621,481% of portfolio
0.3%Shares
1 transactions
Others Institutions Holding SPIB
# of Institutions
574Shares Held
225MCall Options Held
300Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.5MShares$1.43 Billion0.27% 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$332 Million0.11% of portfolio
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Creative Planning Overland Park, KS6.93MShares$228 Million0.23% of portfolio
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D.A. Davidson & Co.5.17MShares$170 Million1.4% of portfolio