Coordinated Financial Services, Inc. Spdr Portfolio Intermediate Te Transaction History
Coordinated Financial Services, Inc.
- $128 Billion
- Q4 2024
A detailed history of Coordinated Financial Services, Inc. transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Coordinated Financial Services, Inc. holds 28,537 shares of SPIB stock, worth $940,008. This represents 0.73% of its overall portfolio holdings.
Number of Shares
28,537Holding current value
$940,008% of portfolio
0.73%Shares
1 transactions
Others Institutions Holding SPIB
# of Institutions
569Shares Held
224MCall Options Held
300Put 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, SC35MShares$1.15 Billion0.54% of portfolio
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Envestnet Asset Management Inc10.1MShares$333 Million0.11% of portfolio
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Creative Planning Overland Park, KS6.93MShares$228 Million0.23% of portfolio
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D.A. Davidson & Co.5.17MShares$170 Million1.4% of portfolio