Dynamic Advisor Solutions LLC Spdr Portfolio Intermediate Te Transaction History
Dynamic Advisor Solutions LLC
- $2.31 Billion
- Q4 2024
A detailed history of Dynamic Advisor Solutions LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 866,978 shares of SPIB stock, worth $28.7 Million. This represents 1.23% of its overall portfolio holdings.
Number of Shares
866,978
Previous 801,401
8.18%
Holding current value
$28.7 Million
Previous $27 Million
5.13%
% of portfolio
1.23%
Previous 0.82%
Shares
13 transactions
Others Institutions Holding SPIB
# of Institutions
598Shares Held
243MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.5MShares$1.44 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.3MShares$1.27 Billion0.53% of portfolio
-
Envestnet Asset Management Inc9.58MShares$317 Million0.1% of portfolio
-
Creative Planning Overland Park, KS6.83MShares$226 Million0.22% of portfolio
-
Morgan Stanley New York, NY5.5MShares$182 Million0.01% of portfolio