Financial Advocates Investment Management Spdr Portfolio Intermediate Te Transaction History
Financial Advocates Investment Management
- $1.78 Billion
- Q3 2024
A detailed history of Financial Advocates Investment Management transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Financial Advocates Investment Management holds 197,939 shares of SPIB stock, worth $6.5 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
197,939
Previous 164,502
20.33%
Holding current value
$6.5 Million
Previous $5.36 Million
24.57%
% of portfolio
0.38%
Previous 0.34%
Shares
22 transactions
Others Institutions Holding SPIB
# of Institutions
549Shares Held
219MCall 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$1.15 Billion0.54% of portfolio
-
Envestnet Asset Management Inc10.1MShares$332 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.93MShares$228 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA5.05MShares$166 Million0.04% of portfolio