Coastal Investment Advisors, Inc. Spdr Portfolio Intermediate Te Transaction History
Coastal Investment Advisors, Inc.
- $211 Million
- Q3 2024
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 636 shares of SPIB stock, worth $20,841. This represents 0.01% of its overall portfolio holdings.
Number of Shares
636
Previous 655
2.9%
Holding current value
$20,841
Previous $21,000
-0.0%
% of portfolio
0.01%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding SPIB
# of Institutions
540Shares Held
216MCall Options Held
300Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA44.6MShares$1.46 Billion0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC35MShares$1.15 Billion0.54% of portfolio
-
Envestnet Asset Management Inc10.1MShares$331 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.93MShares$227 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA5.05MShares$165 Million0.04% of portfolio