Consilium Wealth Advisory, LLC Spdr Portfolio Intermediate Te Transaction History
Consilium Wealth Advisory, LLC
- $207 Million
- Q4 2024
A detailed history of Consilium Wealth Advisory, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Consilium Wealth Advisory, LLC holds 18,913 shares of SPIB stock, worth $622,994. This represents 0.3% of its overall portfolio holdings.
Number of Shares
18,913Holding current value
$622,994% of portfolio
0.3%Shares
1 transactions
Others Institutions Holding SPIB
# of Institutions
594Shares Held
243MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.5MShares$1.43 Billion0.27% of portfolio
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Lpl Financial LLC Fort Mill, SC38.3MShares$1.26 Billion0.53% of portfolio
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Envestnet Asset Management Inc9.58MShares$316 Million0.1% of portfolio
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Creative Planning Overland Park, KS6.83MShares$225 Million0.22% of portfolio
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Morgan Stanley New York, NY5.5MShares$181 Million0.01% of portfolio