1620 Investment Advisors, Inc. Spdr Portfolio Intermediate Te Transaction History
1620 Investment Advisors, Inc.
- $126 Million
- Q4 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 123,242 shares of SPIB stock, worth $4.1 Million. This represents 3.19% of its overall portfolio holdings.
Number of Shares
123,242
Previous 126,395
2.49%
Holding current value
$4.1 Million
Previous $4.26 Million
5.23%
% of portfolio
3.19%
Previous 3.42%
Shares
12 transactions
Others Institutions Holding SPIB
# of Institutions
598Shares Held
243MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.5MShares$1.45 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.3MShares$1.28 Billion0.53% of portfolio
-
Envestnet Asset Management Inc9.58MShares$319 Million0.1% of portfolio
-
Creative Planning Overland Park, KS6.83MShares$227 Million0.22% of portfolio
-
Morgan Stanley New York, NY5.5MShares$183 Million0.01% of portfolio