Aquire Wealth Advisors, LLC Spdr Portfolio Intermediate Te Transaction History
Aquire Wealth Advisors, LLC
- $323 Million
- Q4 2024
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 178,128 shares of SPIB stock, worth $5.91 Million. This represents 1.81% of its overall portfolio holdings.
Number of Shares
178,128
Previous 168,211
5.9%
Holding current value
$5.91 Million
Previous $5.67 Million
2.91%
% of portfolio
1.81%
Previous 1.78%
Shares
13 transactions
Others Institutions Holding SPIB
# of Institutions
601Shares Held
243MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.5MShares$1.44 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.3MShares$1.27 Billion0.53% of portfolio
-
Envestnet Asset Management Inc9.58MShares$318 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