Savvy Advisors, Inc. Spdr Portfolio Intermediate Te Transaction History
Savvy Advisors, Inc.
- $492 Billion
- Q3 2024
A detailed history of Savvy Advisors, Inc. transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Savvy Advisors, Inc. holds 16,617 shares of SPIB stock, worth $545,868. This represents 0.11% of its overall portfolio holdings.
Number of Shares
16,617
Previous 16,136
2.98%
Holding current value
$545,868
Previous $525 Million
6.62%
% of portfolio
0.11%
Previous 0.17%
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