Beacon Pointe Advisors, LLC Spdr Portfolio Intermediate Te Transaction History
Beacon Pointe Advisors, LLC
- $8.76 Billion
- Q1 2025
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 21,484 shares of SPIB stock, worth $711,120. This represents 0.01% of its overall portfolio holdings.
Number of Shares
21,484
Previous 22,197
3.21%
Holding current value
$711,120
Previous $727,000
1.79%
% of portfolio
0.01%
Previous 0.01%
Shares
15 transactions
Others Institutions Holding SPIB
# of Institutions
623Shares 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$1.38 Billion0.27% of portfolio
-
Envestnet Asset Management Inc9.9MShares$328 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.97MShares$231 Million0.22% of portfolio
-
D.A. Davidson & Co.5.49MShares$182 Million1.5% of portfolio