Prevail Innovative Wealth Advisors, LLC Spdr Portfolio Intermediate Te Transaction History
Prevail Innovative Wealth Advisors, LLC
- $283 Billion
- Q2 2024
A detailed history of Prevail Innovative Wealth Advisors, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Prevail Innovative Wealth Advisors, LLC holds 7,653 shares of SPIB stock, worth $253,620. This represents 0.09% of its overall portfolio holdings.
Number of Shares
7,653
Previous 31,862
75.98%
Holding current value
$253,620
Previous $1.04 Billion
76.08%
% of portfolio
0.09%
Previous 0.39%
Shares
5 transactions
Others Institutions Holding SPIB
# of Institutions
523Shares Held
198MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.4MShares$1.44 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC32.5MShares$1.08 Billion0.54% of portfolio
-
Envestnet Asset Management Inc8.82MShares$292 Million0.1% of portfolio
-
Creative Planning Overland Park, KS6.93MShares$230 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA5.92MShares$196 Million0.05% of portfolio