Forvis Wealth Advisors, LLC Spdr Portfolio Intermediate Te Transaction History
Forvis Wealth Advisors, LLC
- $4 Billion
- Q1 2025
A detailed history of Forvis Wealth Advisors, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 7,014 shares of SPIB stock, worth $232,163. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,014Holding current value
$232,163% of portfolio
0.01%Shares
9 transactions
Others Institutions Holding SPIB
# of Institutions
623Shares Held
248MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC42.2MShares$1.4 Billion0.57% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA41.7MShares$1.38 Billion0.27% of portfolio
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Envestnet Asset Management Inc9.9MShares$328 Million0.11% of portfolio
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Creative Planning Overland Park, KS6.97MShares$231 Million0.22% of portfolio
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D.A. Davidson & Co.5.49MShares$182 Million1.5% of portfolio