Crestwood Advisors Group LLC Spdr Portfolio Intermediate Te Transaction History
Crestwood Advisors Group LLC
- $5.16 Billion
- Q4 2024
A detailed history of Crestwood Advisors Group LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Crestwood Advisors Group LLC holds 58,550 shares of SPIB stock, worth $1.95 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
58,550
Previous 55,321
5.84%
Holding current value
$1.95 Million
Previous $1.86 Million
2.9%
% of portfolio
0.04%
Previous 0.04%
Shares
27 transactions
Others Institutions Holding SPIB
# of Institutions
598Shares Held
243MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.5MShares$1.45 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.3MShares$1.28 Billion0.53% of portfolio
-
Envestnet Asset Management Inc9.58MShares$319 Million0.1% of portfolio
-
Creative Planning Overland Park, KS6.83MShares$227 Million0.22% of portfolio
-
Morgan Stanley New York, NY5.5MShares$183 Million0.01% of portfolio