Concord Asset Management, Llc/Va Spdr Portfolio Intermediate Te Transaction History
Concord Asset Management, Llc/Va
- $454 Billion
- Q1 2025
A detailed history of Concord Asset Management, Llc/Va transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Concord Asset Management, Llc/Va holds 766,235 shares of SPIB stock, worth $25.4 Million. This represents 5.56% of its overall portfolio holdings.
Number of Shares
766,235
Previous 734,701
4.29%
Holding current value
$25.4 Million
Previous $24.1 Billion
4.74%
% of portfolio
5.56%
Previous 5.29%
Shares
2 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$1.38 Billion0.27% of portfolio
-
Envestnet Asset Management Inc9.9MShares$328 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.97MShares$231 Million0.22% of portfolio
-
D.A. Davidson & Co.5.49MShares$182 Million1.5% of portfolio