Guardian Asset Advisors, LLC Spdr Portfolio Intermediate Te Transaction History
Guardian Asset Advisors, LLC
- $153 Billion
- Q1 2025
A detailed history of Guardian Asset Advisors, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Guardian Asset Advisors, LLC holds 213,589 shares of SPIB stock, worth $7.1 Million. This represents 4.63% of its overall portfolio holdings.
Number of Shares
213,589
Previous 209,146
2.12%
Holding current value
$7.1 Million
Previous $6.85 Billion
3.63%
% of portfolio
4.63%
Previous 4.39%
Shares
6 transactions
Others Institutions Holding SPIB
# of Institutions
624Shares Held
248MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC42.2MShares$1.4 Billion0.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA41.7MShares$1.39 Billion0.27% of portfolio
-
Envestnet Asset Management Inc9.9MShares$329 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.97MShares$232 Million0.22% of portfolio
-
D.A. Davidson & Co.5.49MShares$182 Million1.5% of portfolio