Kc Investment Advisors, LLC Spdr Portfolio Intermediate Te Transaction History
Kc Investment Advisors, LLC
- $238 Million
- Q4 2024
A detailed history of Kc Investment Advisors, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Kc Investment Advisors, LLC holds 197,904 shares of SPIB stock, worth $6.48 Million. This represents 2.72% of its overall portfolio holdings.
Number of Shares
197,904
Previous 119,758
65.25%
Holding current value
$6.48 Million
Previous $4.04 Million
60.59%
% of portfolio
2.72%
Previous 1.81%
Shares
6 transactions
Others Institutions Holding SPIB
# of Institutions
578Shares Held
228MCall Options Held
300Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.5MShares$1.42 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.3MShares$1.25 Billion0.53% of portfolio
-
Envestnet Asset Management Inc10.1MShares$331 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.93MShares$227 Million0.23% of portfolio
-
D.A. Davidson & Co.5.17MShares$169 Million1.4% of portfolio