Forvis Wealth Advisors, LLC Spdr Portfolio Intermediate Te Transaction History
Forvis Wealth Advisors, LLC
- $3.96 Billion
- Q2 2024
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 15,322 shares of SPIB stock, worth $515,738. This represents 0.01% of its overall portfolio holdings.
Number of Shares
15,322
Previous 15,899
3.63%
Holding current value
$515,738
Previous $519,000
4.05%
% of portfolio
0.01%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding SPIB
# of Institutions
526Shares Held
197MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.4MShares$1.46 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC32.5MShares$1.09 Billion0.54% of portfolio
-
Envestnet Asset Management Inc8.82MShares$297 Million0.1% of portfolio
-
Creative Planning Overland Park, KS7.15MShares$241 Million0.25% of portfolio
-
Wells Fargo & Company San Francisco, CA5.92MShares$199 Million0.05% of portfolio