Acorn Wealth Advisors, LLC Spdr Portfolio Intermediate Te Transaction History
Acorn Wealth Advisors, LLC
- $185 Million
- Q1 2024
A detailed history of Acorn Wealth Advisors, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Acorn Wealth Advisors, LLC holds 14,153 shares of SPIB stock, worth $462,661. This represents 0.25% of its overall portfolio holdings.
Number of Shares
14,153
Previous 14,367
1.49%
Holding current value
$462,661
Previous $471,000
1.91%
% of portfolio
0.25%
Previous 0.28%
Shares
18 transactions
Others Institutions Holding SPIB
# of Institutions
512Shares Held
208MCall Options Held
100Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.01 Billion0.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC29.3MShares$959 Million0.53% of portfolio
-
Ge Investment Management Corp. Norwalk, CT15.8MShares$517 Million49.05% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA12.5MShares$408 Million0.56% of portfolio
-
Wells Fargo & Company San Francisco, CA8.52MShares$278 Million0.07% of portfolio