Diversify Advisory Services, LLC Spdr Portfolio Intermediate Te Transaction History
Diversify Advisory Services, LLC
- $1.6 Trillion
- Q1 2025
A detailed history of Diversify Advisory Services, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 89,867 shares of SPIB stock, worth $2.99 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
89,867
Previous 89,964
0.11%
Holding current value
$2.99 Million
Previous $2.93 Billion
2.23%
% of portfolio
0.19%
Previous 0.16%
Shares
5 transactions
Others Institutions Holding SPIB
# of Institutions
624Shares Held
248MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC42.2MShares$1.4 Billion0.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA41.7MShares$1.39 Billion0.27% of portfolio
-
Envestnet Asset Management Inc9.9MShares$329 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.97MShares$232 Million0.22% of portfolio
-
D.A. Davidson & Co.5.49MShares$182 Million1.5% of portfolio