Avantax Advisory Services, Inc. Spdr Portfolio Intermediate Te Transaction History
Avantax Advisory Services, Inc.
- $11.1 Billion
- Q1 2024
A detailed history of Avantax Advisory Services, Inc. transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 198,000 shares of SPIB stock, worth $6.45 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
198,000
Previous 138,908
42.54%
Holding current value
$6.45 Million
Previous $4.56 Million
41.93%
% of portfolio
0.06%
Previous 0.05%
Shares
13 transactions
Others Institutions Holding SPIB
# of Institutions
511Shares 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$955 Million0.53% of portfolio
-
Ge Investment Management Corp. Norwalk, CT15.8MShares$515 Million49.05% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA12.5MShares$407 Million0.56% of portfolio
-
Wells Fargo & Company San Francisco, CA8.52MShares$278 Million0.07% of portfolio