Conservest Capital Advisors, Inc. Spdr Portfolio Intermediate Te Transaction History

Conservest Capital Advisors, Inc.

$934 Million
Q2 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 13, 2020	SELL	$30.81 - $36.22 $4.04 Million - $4.74 Million	-130,971 Closed	0 $0
Q4 2019 Jan 27, 2020	SELL	$35.06 - $35.42 $14,795 - $14,947	-422 Reduced 0.32%	130,971 $4.63 Million
Q3 2019 Oct 21, 2019	BUY	$34.9 - $35.28 $48,580 - $49,109	1,392 Added 1.07%	131,393 $4.64 Million
Q2 2019 Jul 10, 2019	SELL	N/A	-3,434 Reduced 2.57%	130,001 $4.54 Million
Q1 2019 Apr 08, 2019	BUY	N/A	1,202 Added 0.91%	133,435 $4.56 Million
Q4 2018 Jan 10, 2019	SELL	N/A	-144,723 Reduced 52.25%	132,233 $4.37 Million
Q3 2018 Oct 05, 2018	SELL	N/A	-18,710 Reduced 6.33%	276,956 $9.22 Million
Q2 2018 Jul 09, 2018	BUY	N/A	295,666 New	295,666 $9.84 Million
Q4 2017 Jan 10, 2018	SELL	N/A	-302,753 Closed	0 $0
Q3 2017 Oct 12, 2017	BUY	N/A	302,753	302,753 $10.4 Million

Others Institutions Holding SPIB

# of Institutions

526

Shares Held

197M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

43.4M
Shares

$1.45 Billion
0.27% of portfolio
Lpl Financial LLC Fort Mill, SC

32.5M
Shares

$1.08 Billion
0.54% of portfolio
Envestnet Asset Management Inc

8.82M
Shares

$295 Million
0.1% of portfolio
Creative Planning Overland Park, KS

7.15M
Shares

$239 Million
0.25% of portfolio
Wells Fargo & Company San Francisco, CA

5.92M
Shares

$198 Million
0.05% of portfolio

About SPDR PORTFOLIO INTERMEDIATE TE

Ticker SPIB
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