Cliftonlarsonallen Wealth Advisors, LLC Spdr Portfolio Intermediate Te Transaction History
Cliftonlarsonallen Wealth Advisors, LLC
- $5.35 Billion
- Q1 2025
A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 5,038,144 shares of SPIB stock, worth $168 Million. This represents 3.13% of its overall portfolio holdings.
Number of Shares
5,038,144
Previous 3,857,244
30.62%
Holding current value
$168 Million
Previous $126 Million
32.49%
% of portfolio
3.13%
Previous 2.45%
Shares
9 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