Wetzel Investment Advisors, Inc. Spdr Portfolio Intermediate Te Transaction History
Wetzel Investment Advisors, Inc.
- $194 Million
- Q3 2024
A detailed history of Wetzel Investment Advisors, Inc. transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Wetzel Investment Advisors, Inc. holds 168,457 shares of SPIB stock, worth $5.57 Million. This represents 2.93% of its overall portfolio holdings.
Number of Shares
168,457
Previous 3,389
4870.7%
Holding current value
$5.57 Million
Previous $110,000
5061.82%
% of portfolio
2.93%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding SPIB
# of Institutions
520Shares Held
199MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.4MShares$1.44 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC32.5MShares$1.07 Billion0.54% of portfolio
-
Envestnet Asset Management Inc8.82MShares$292 Million0.1% of portfolio
-
Creative Planning Overland Park, KS6.93MShares$229 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA5.92MShares$196 Million0.05% of portfolio