Avantax Planning Partners, Inc. Spdr Portfolio Intermediate Te Transaction History
Avantax Planning Partners, Inc.
- $3.1 Billion
- Q2 2024
Shares
2 transactions
Others Institutions Holding SPIB
# of Institutions
526Shares Held
197MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.4MShares$1.46 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC32.5MShares$1.09 Billion0.54% of portfolio
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Envestnet Asset Management Inc8.82MShares$297 Million0.1% of portfolio
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Creative Planning Overland Park, KS7.15MShares$241 Million0.25% of portfolio
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Wells Fargo & Company San Francisco, CA5.92MShares$199 Million0.05% of portfolio