Cfs Investment Advisory Services, LLC Spdr Portfolio Intermediate Te Transaction History
Cfs Investment Advisory Services, LLC
- $1.12 Billion
- Q1 2025
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 42,502 shares of SPIB stock, worth $1.41 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
42,502
Previous 44,737
5.0%
Holding current value
$1.41 Million
Previous $1.47 Million
3.62%
% of portfolio
0.13%
Previous 0.13%
Shares
18 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$1.38 Billion0.27% of portfolio
-
Envestnet Asset Management Inc9.9MShares$327 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.97MShares$230 Million0.22% of portfolio
-
D.A. Davidson & Co.5.49MShares$181 Million1.5% of portfolio