Cfs Investment Advisory Services, LLC Spdr Portfolio Intermediate Te Transaction History
Cfs Investment Advisory Services, LLC
- $1.19 Billion
- Q3 2024
A detailed history of Cfs Investment Advisory Services, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Cfs Investment Advisory Services, LLC holds 68,624 shares of SPIB stock, worth $2.25 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
68,624
Previous 31,876
115.28%
Holding current value
$2.25 Million
Previous $1.04 Million
122.83%
% of portfolio
0.19%
Previous 0.08%
Shares
16 transactions
Others Institutions Holding SPIB
# of Institutions
539Shares Held
215MCall Options Held
300Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA44.6MShares$1.46 Billion0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC35MShares$1.14 Billion0.54% of portfolio
-
Envestnet Asset Management Inc10.1MShares$331 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.93MShares$227 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA5.05MShares$165 Million0.04% of portfolio