Jfs Wealth Advisors, LLC Spdr Portfolio Intermediate Te Transaction History
Jfs Wealth Advisors, LLC
- $1.49 Billion
- Q3 2024
A detailed history of Jfs Wealth Advisors, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 1,476 shares of SPIB stock, worth $48,486. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,476
Previous 1,476
-0.0%
Holding current value
$48,486
Previous $48,000
2.08%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SPIB
# of Institutions
554Shares 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