1620 Investment Advisors, Inc. Spdr Portfolio Intermediate Te Transaction History
1620 Investment Advisors, Inc.
- $122 Million
- Q2 2024
A detailed history of 1620 Investment Advisors, Inc. transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, 1620 Investment Advisors, Inc. holds 123,804 shares of SPIB stock, worth $4.17 Million. This represents 3.32% of its overall portfolio holdings.
Number of Shares
123,804
Previous 118,940
4.09%
Holding current value
$4.17 Million
Previous $3.89 Million
3.68%
% of portfolio
3.32%
Previous 3.9%
Shares
10 transactions
Others Institutions Holding SPIB
# of Institutions
527Shares Held
197MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.4MShares$1.46 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC32.5MShares$1.09 Billion0.54% of portfolio
-
Envestnet Asset Management Inc8.82MShares$297 Million0.1% of portfolio
-
Creative Planning Overland Park, KS7.15MShares$241 Million0.25% of portfolio
-
Wells Fargo & Company San Francisco, CA5.92MShares$199 Million0.05% of portfolio