Cliftonlarsonallen Wealth Advisors, LLC Spdr Portfolio Intermediate Te Transaction History
Cliftonlarsonallen Wealth Advisors, LLC
- $4.39 Billion
- Q1 2024
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 3,106,582 shares of SPIB stock, worth $101 Million. This represents 2.31% of its overall portfolio holdings.
Number of Shares
3,106,582
Previous 2,944,758
5.5%
Holding current value
$101 Million
Previous $96.7 Million
5.05%
% of portfolio
2.31%
Previous 2.41%
Shares
5 transactions
Others Institutions Holding SPIB
# of Institutions
510Shares Held
208MCall Options Held
100Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.01 Billion0.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC29.3MShares$955 Million0.53% of portfolio
-
Ge Investment Management Corp. Norwalk, CT15.8MShares$515 Million49.05% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA12.5MShares$407 Million0.56% of portfolio
-
Wells Fargo & Company San Francisco, CA8.52MShares$277 Million0.07% of portfolio