Cfs Investment Advisory Services, LLC Spdr Portfolio Intermediate Te Transaction History
Cfs Investment Advisory Services, LLC
- $1.12 Billion
- Q4 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 44,737 shares of SPIB stock, worth $1.47 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
44,737
Previous 68,624
34.81%
Holding current value
$1.47 Million
Previous $2.31 Million
36.62%
% of portfolio
0.13%
Previous 0.19%
Shares
17 transactions
Others Institutions Holding SPIB
# of Institutions
558Shares Held
219MCall Options Held
300Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA44.6MShares$1.47 Billion0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC35MShares$1.15 Billion0.54% of portfolio
-
Envestnet Asset Management Inc10.1MShares$333 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.93MShares$228 Million0.23% of portfolio
-
D.A. Davidson & Co.5.17MShares$170 Million1.4% of portfolio