True Link Financial Advisors, LLC Spdr Portfolio Intermediate Te Transaction History
True Link Financial Advisors, LLC
- $1.18 Billion
- Q3 2024
A detailed history of True Link Financial Advisors, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, True Link Financial Advisors, LLC holds 2,312,576 shares of SPIB stock, worth $76 Million. This represents 6.62% of its overall portfolio holdings.
Number of Shares
2,312,576
Previous 1,668,034
38.64%
Holding current value
$76 Million
Previous $54.3 Million
43.54%
% of portfolio
6.62%
Previous 5.04%
Shares
4 transactions
Others Institutions Holding SPIB
# of Institutions
519Shares Held
199MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.4MShares$1.43 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC32.5MShares$1.07 Billion0.54% of portfolio
-
Envestnet Asset Management Inc8.82MShares$290 Million0.1% of portfolio
-
Creative Planning Overland Park, KS6.93MShares$228 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA5.92MShares$195 Million0.05% of portfolio