Csm Advisors, LLC Spdr Portfolio Intermediate Te Transaction History
Csm Advisors, LLC
- $1.42 Billion
- Q2 2024
A detailed history of Csm Advisors, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Csm Advisors, LLC holds 95,500 shares of SPIB stock, worth $3.16 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
95,500
Previous 98,900
3.44%
Holding current value
$3.16 Million
Previous $3.23 Million
3.84%
% of portfolio
0.22%
Previous 0.21%
Shares
7 transactions
Others Institutions Holding SPIB
# of Institutions
522Shares Held
198MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.4MShares$1.44 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC32.5MShares$1.08 Billion0.54% of portfolio
-
Envestnet Asset Management Inc8.82MShares$292 Million0.1% of portfolio
-
Creative Planning Overland Park, KS6.93MShares$230 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA5.92MShares$196 Million0.05% of portfolio