Wealth Advisory Solutions, LLC Spdr Portfolio Intermediate Te Transaction History
Wealth Advisory Solutions, LLC
- $363 Million
- Q3 2024
A detailed history of Wealth Advisory Solutions, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Wealth Advisory Solutions, LLC holds 113,862 shares of SPIB stock, worth $3.74 Million. This represents 1.06% of its overall portfolio holdings.
Number of Shares
113,862
Previous 111,245
2.35%
Holding current value
$3.74 Million
Previous $3.62 Million
5.96%
% of portfolio
1.06%
Previous 0.98%
Shares
11 transactions
Others Institutions Holding SPIB
# of Institutions
549Shares 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