Diversify Advisory Services, LLC Spdr Portfolio Intermediate Te Transaction History
Diversify Advisory Services, LLC
- $1.81 Trillion
- Q4 2024
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 89,964 shares of SPIB stock, worth $2.96 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
89,964
Previous 87,964
2.27%
Holding current value
$2.96 Million
Previous $2.92 Billion
0.24%
% of portfolio
0.16%
Previous 0.16%
Shares
4 transactions
Others Institutions Holding SPIB
# of Institutions
558Shares Held
219MCall 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
-
D.A. Davidson & Co.5.17MShares$170 Million1.4% of portfolio