Cape Investment Advisory, Inc. Spdr Portfolio Intermediate Te Transaction History
Cape Investment Advisory, Inc.
- $256 Billion
- Q4 2024
A detailed history of Cape Investment Advisory, Inc. transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 2,725 shares of SPIB stock, worth $89,979. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,725
Previous 1,743
56.34%
Holding current value
$89,979
Previous $58.8 Million
51.93%
% of portfolio
0.03%
Previous 0.02%
Shares
7 transactions
Others Institutions Holding SPIB
# of Institutions
600Shares Held
243MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.5MShares$1.44 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.3MShares$1.27 Billion0.53% of portfolio
-
Envestnet Asset Management Inc9.58MShares$316 Million0.1% of portfolio
-
Creative Planning Overland Park, KS6.83MShares$226 Million0.22% of portfolio
-
Morgan Stanley New York, NY5.5MShares$182 Million0.01% of portfolio