Coordinated Financial Services, Inc./Co Spdr Portfolio Intermediate Te Transaction History
Coordinated Financial Services, Inc./Co
- $117 Billion
- Q2 2024
A detailed history of Coordinated Financial Services, Inc./Co transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Coordinated Financial Services, Inc./Co holds 16,844 shares of SPIB stock, worth $555,009. This represents 0.47% of its overall portfolio holdings.
Number of Shares
16,844
Previous 9,879
70.5%
Holding current value
$555,009
Previous $323 Million
69.83%
% of portfolio
0.47%
Previous 0.28%
Shares
2 transactions
Others Institutions Holding SPIB
# of Institutions
534Shares Held
214MCall Options Held
300Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA44.6MShares$1.47 Billion0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC35MShares$1.15 Billion0.54% of portfolio
-
Envestnet Asset Management Inc10.1MShares$333 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.93MShares$228 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA5.05MShares$166 Million0.04% of portfolio