Avantax Advisory Services, Inc. Spdr Portfolio Intermediate Te Transaction History
Avantax Advisory Services, Inc.
- $15.6 Billion
- Q4 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 351,833 shares of SPIB stock, worth $11.7 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
351,833
Previous 273,332
28.72%
Holding current value
$11.7 Million
Previous $9.21 Million
25.09%
% of portfolio
0.07%
Previous 0.06%
Shares
16 transactions
Others Institutions Holding SPIB
# of Institutions
598Shares Held
243MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.5MShares$1.45 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.3MShares$1.28 Billion0.53% of portfolio
-
Envestnet Asset Management Inc9.58MShares$319 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