Creative Planning Spdr Portfolio Intermediate Te Call Options Transaction History
Creative Planning
- $106 Billion
- Q1 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding SPIB
# of Institutions
628Shares Held
251MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC42.2MShares$1.41 Billion0.57% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA41.7MShares$1.39 Billion0.27% of portfolio
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Envestnet Asset Management Inc9.9MShares$331 Million0.11% of portfolio
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Cliftonlarsonallen Wealth Advisors, LLC5.51MShares$184 Million3.11% of portfolio
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D.A. Davidson & Co.5.49MShares$183 Million1.5% of portfolio