Vision Point Advisory Group, LLC Spdr Portfolio Intermediate Te Transaction History
Vision Point Advisory Group, LLC
- $264 Million
- Q4 2024
A detailed history of Vision Point Advisory Group, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Vision Point Advisory Group, LLC holds 2,778 shares of SPIB stock, worth $91,535. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,778Holding current value
$91,535% of portfolio
0.03%Shares
2 transactions
Others Institutions Holding SPIB
# of Institutions
558Shares Held
219MCall Options Held
300Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA44.6MShares$1.47 Billion0.29% of portfolio
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Lpl Financial LLC Fort Mill, SC35MShares$1.15 Billion0.54% of portfolio
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Envestnet Asset Management Inc10.1MShares$333 Million0.11% of portfolio
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Creative Planning Overland Park, KS6.93MShares$228 Million0.23% of portfolio
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D.A. Davidson & Co.5.17MShares$170 Million1.4% of portfolio