Portland Financial Advisors Inc Spdr Portfolio Intermediate Te Transaction History
Portland Financial Advisors Inc
- $37.2 Billion
- Q4 2024
A detailed history of Portland Financial Advisors Inc transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Portland Financial Advisors Inc holds 6,170 shares of SPIB stock, worth $202,005. This represents 0.54% of its overall portfolio holdings.
Number of Shares
6,170Holding current value
$202,005% of portfolio
0.54%Shares
1 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
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Lpl Financial LLC Fort Mill, SC38.3MShares$1.25 Billion0.53% of portfolio
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Envestnet Asset Management Inc9.58MShares$314 Million0.1% of portfolio
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Creative Planning Overland Park, KS6.93MShares$227 Million0.23% of portfolio
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D.A. Davidson & Co.5.17MShares$169 Million1.4% of portfolio