Avantax Advisory Services, Inc. Spdr Portfolio Intermediate Te Transaction History
Avantax Advisory Services, Inc.
- $16 Billion
- Q1 2025
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 422,896 shares of SPIB stock, worth $14.1 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
422,896
Previous 351,833
20.2%
Holding current value
$14.1 Million
Previous $11.5 Million
21.96%
% of portfolio
0.09%
Previous 0.07%
Shares
17 transactions
Others Institutions Holding SPIB
# of Institutions
624Shares 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