Gladstone Institutional Advisory LLC Spdr Portfolio Intermediate Te Transaction History
Gladstone Institutional Advisory LLC
- $2.1 Billion
- Q4 2024
A detailed history of Gladstone Institutional Advisory LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Gladstone Institutional Advisory LLC holds 70,781 shares of SPIB stock, worth $2.33 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
70,781
Previous 64,995
8.9%
Holding current value
$2.33 Million
Previous $2.19 Million
5.84%
% of portfolio
0.11%
Previous 0.11%
Shares
4 transactions
Others Institutions Holding SPIB
# of Institutions
562Shares Held
223MCall Options Held
300Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA44.6MShares$1.47 Billion0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC35MShares$1.15 Billion0.54% of portfolio
-
Envestnet Asset Management Inc10.1MShares$333 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.93MShares$228 Million0.23% of portfolio
-
D.A. Davidson & Co.5.17MShares$170 Million1.4% of portfolio