Client 1 St Advisory Group, LLC Spdr Portfolio Intermediate Te Transaction History
Client 1 St Advisory Group, LLC
- $230 Million
- Q2 2024
A detailed history of Client 1 St Advisory Group, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Client 1 St Advisory Group, LLC holds 6,532 shares of SPIB stock, worth $218,168. This represents 0.09% of its overall portfolio holdings.
Number of Shares
6,532
Previous 7,507
12.99%
Holding current value
$218,168
Previous $245,000
13.47%
% of portfolio
0.09%
Previous 0.11%
Shares
19 transactions
Others Institutions Holding SPIB
# of Institutions
526Shares Held
197MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.4MShares$1.45 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC32.5MShares$1.08 Billion0.54% of portfolio
-
Envestnet Asset Management Inc8.82MShares$295 Million0.1% of portfolio
-
Creative Planning Overland Park, KS7.15MShares$239 Million0.25% of portfolio
-
Wells Fargo & Company San Francisco, CA5.92MShares$198 Million0.05% of portfolio