Advocacy Wealth Management Services, LLC Spdr Portfolio Intermediate Te Transaction History
Advocacy Wealth Management Services, LLC
- $1.19 Billion
- Q1 2025
A detailed history of Advocacy Wealth Management Services, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Advocacy Wealth Management Services, LLC holds 418,336 shares of SPIB stock, worth $13.9 Million. This represents 1.17% of its overall portfolio holdings.
Number of Shares
418,336
Previous 412,390
1.44%
Holding current value
$13.9 Million
Previous $13.5 Million
2.93%
% of portfolio
1.17%
Previous 1.11%
Shares
5 transactions
Others Institutions Holding SPIB
# of Institutions
623Shares 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