Dynamic Advisor Solutions LLC Spdr Portfolio Intermediate Te Transaction History
Dynamic Advisor Solutions LLC
- $3.28 Billion
- Q3 2024
A detailed history of Dynamic Advisor Solutions LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 801,401 shares of SPIB stock, worth $26.2 Million. This represents 0.82% of its overall portfolio holdings.
Number of Shares
801,401
Previous 730,195
9.75%
Holding current value
$26.2 Million
Previous $23.8 Million
13.63%
% of portfolio
0.82%
Previous 0.76%
Shares
12 transactions
Others Institutions Holding SPIB
# of Institutions
536Shares Held
214MCall Options Held
300Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA44.6MShares$1.46 Billion0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC35MShares$1.14 Billion0.54% of portfolio
-
Envestnet Asset Management Inc10.1MShares$331 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.93MShares$227 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA5.05MShares$165 Million0.04% of portfolio