Concord Wealth Partners Spdr Portfolio Intermediate Te Transaction History
Concord Wealth Partners
- $599 Million
- Q1 2025
A detailed history of Concord Wealth Partners transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Concord Wealth Partners holds 765,263 shares of SPIB stock, worth $25.5 Million. This represents 4.25% of its overall portfolio holdings.
Number of Shares
765,263
Previous 736,572
3.9%
Holding current value
$25.5 Million
Previous $24.1 Million
5.42%
% of portfolio
4.25%
Previous 4.0%
Shares
5 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