Burt Wealth Advisors Spdr Portfolio Intermediate Te Transaction History
Burt Wealth Advisors
- $393 Million
- Q1 2024
A detailed history of Burt Wealth Advisors transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Burt Wealth Advisors holds 776,859 shares of SPIB stock, worth $25.3 Million. This represents 6.46% of its overall portfolio holdings.
Number of Shares
776,859
Previous 730,869
6.29%
Holding current value
$25.3 Million
Previous $24 Million
5.84%
% of portfolio
6.46%
Previous 6.86%
Shares
5 transactions
Others Institutions Holding SPIB
# of Institutions
510Shares Held
208MCall Options Held
100Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.01 Billion0.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC29.3MShares$955 Million0.53% of portfolio
-
Ge Investment Management Corp. Norwalk, CT15.8MShares$515 Million49.05% of portfolio
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Charles Schwab Investment Advisory, Inc. San Francisco, CA12.5MShares$407 Million0.56% of portfolio
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Wells Fargo & Company San Francisco, CA8.52MShares$277 Million0.07% of portfolio