Center For Financial Planning, Inc. Spdr Portfolio Intermediate Te Transaction History
Center For Financial Planning, Inc.
- $781 Million
- Q1 2025
A detailed history of Center For Financial Planning, Inc. transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Center For Financial Planning, Inc. holds 259 shares of SPIB stock, worth $8,614. This represents 0.0% of its overall portfolio holdings.
Number of Shares
259
Previous 259
-0.0%
Holding current value
$8,614
Previous $8,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 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$1.39 Billion0.27% of portfolio
-
Envestnet Asset Management Inc9.9MShares$329 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.97MShares$232 Million0.22% of portfolio
-
D.A. Davidson & Co.5.49MShares$182 Million1.5% of portfolio