Dynamic Advisor Solutions LLC Spdr Portfolio Intermediate Te Transaction History
Dynamic Advisor Solutions LLC
- $2.97 Billion
- Q1 2025
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 768,542 shares of SPIB stock, worth $25.3 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
768,542
Previous 866,978
11.35%
Holding current value
$25.3 Million
Previous $28.4 Million
10.08%
% of portfolio
0.86%
Previous 1.23%
Shares
14 transactions
Others Institutions Holding SPIB
# of Institutions
608Shares Held
245MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.5MShares$1.43 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.3MShares$1.26 Billion0.53% of portfolio
-
Envestnet Asset Management Inc9.58MShares$316 Million0.1% of portfolio
-
Creative Planning Overland Park, KS6.83MShares$225 Million0.22% of portfolio
-
Morgan Stanley New York, NY5.5MShares$181 Million0.01% of portfolio