Aquire Wealth Advisors, LLC Spdr Portfolio Intermediate Te Transaction History
Aquire Wealth Advisors, LLC
- $372 Million
- Q2 2025
A detailed history of Aquire Wealth Advisors, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Aquire Wealth Advisors, LLC holds 202,708 shares of SPIB stock, worth $6.79 Million. This represents 1.83% of its overall portfolio holdings.
Number of Shares
202,708
Previous 175,851
15.27%
Holding current value
$6.79 Million
Previous $5.85 Million
16.44%
% of portfolio
1.83%
Previous 1.8%
Shares
15 transactions
Others Institutions Holding SPIB
# of Institutions
627Shares Held
246MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC42.2MShares$1.41 Billion0.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA41.7MShares$1.4 Billion0.27% of portfolio
-
Envestnet Asset Management Inc9.9MShares$332 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.97MShares$233 Million0.22% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC5.51MShares$185 Million3.11% of portfolio