Beacon Pointe Advisors, LLC Spdr Portfolio Intermediate Te Transaction History
Beacon Pointe Advisors, LLC
- $8.55 Billion
- Q3 2024
A detailed history of Beacon Pointe Advisors, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 22,197 shares of SPIB stock, worth $730,725. This represents 0.01% of its overall portfolio holdings.
Number of Shares
22,197
Previous 22,452
1.14%
Holding current value
$730,725
Previous $731,000
2.33%
% of portfolio
0.01%
Previous 0.01%
Shares
14 transactions
Others Institutions Holding SPIB
# of Institutions
529Shares Held
214MCall Options Held
300Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA44.6MShares$1.47 Billion0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC35MShares$1.15 Billion0.54% of portfolio
-
Envestnet Asset Management Inc10.1MShares$333 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.93MShares$228 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA5.05MShares$166 Million0.04% of portfolio