Capital Advisory Group Advisory Services, LLC Spdr Portfolio Intermediate Te Transaction History
Capital Advisory Group Advisory Services, LLC
- $274 Million
- Q2 2025
A detailed history of Capital Advisory Group Advisory Services, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Capital Advisory Group Advisory Services, LLC holds 20,500 shares of SPIB stock, worth $686,545. This represents 0.25% of its overall portfolio holdings.
Number of Shares
20,500
Previous 6,900
197.1%
Holding current value
$686,545
Previous $229,000
200.44%
% of portfolio
0.25%
Previous 0.09%
Shares
7 transactions
Others Institutions Holding SPIB
# of Institutions
627Shares Held
246MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC42.2MShares$1.41 Billion0.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA41.7MShares$1.4 Billion0.27% of portfolio
-
Envestnet Asset Management Inc9.9MShares$332 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.97MShares$233 Million0.22% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC5.51MShares$185 Million3.11% of portfolio