Coastal Investment Advisors, Inc. Spdr Portfolio Intermediate Te Transaction History
Coastal Investment Advisors, Inc.
- $212 Million
- Q1 2025
A detailed history of Coastal Investment Advisors, Inc. transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Coastal Investment Advisors, Inc. holds 15,397 shares of SPIB stock, worth $512,104. This represents 0.24% of its overall portfolio holdings.
Number of Shares
15,397
Previous 11,705
31.54%
Holding current value
$512,104
Previous $383,000
33.42%
% of portfolio
0.24%
Previous 0.16%
Shares
7 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