True Link Financial Advisors, LLC Spdr Portfolio Intermediate Te Transaction History
True Link Financial Advisors, LLC
- $1.19 Billion
- Q4 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 3,203,828 shares of SPIB stock, worth $105 Million. This represents 8.82% of its overall portfolio holdings.
Number of Shares
3,203,828
Previous 2,312,576
38.54%
Holding current value
$105 Million
Previous $78 Million
34.64%
% of portfolio
8.82%
Previous 6.62%
Shares
5 transactions
Others Institutions Holding SPIB
# of Institutions
542Shares Held
217MCall 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
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Envestnet Asset Management Inc10.1MShares$331 Million0.11% of portfolio
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Creative Planning Overland Park, KS6.93MShares$228 Million0.23% of portfolio
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Wells Fargo & Company San Francisco, CA5.05MShares$166 Million0.04% of portfolio