Foster Victor Wealth Advisors, LLC Spdr Portfolio Intermediate Te Transaction History
Foster Victor Wealth Advisors, LLC
- $1.27 Billion
- Q1 2025
A detailed history of Foster Victor Wealth Advisors, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Foster Victor Wealth Advisors, LLC holds 155,847 shares of SPIB stock, worth $5.17 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
155,847
Previous 154,334
0.98%
Holding current value
$5.17 Million
Previous $5.06 Million
2.43%
% of portfolio
0.41%
Previous 0.41%
Shares
15 transactions
Others Institutions Holding SPIB
# of Institutions
608Shares Held
244MCall 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$318 Million0.1% of portfolio
-
Creative Planning Overland Park, KS6.83MShares$227 Million0.22% of portfolio
-
Morgan Stanley New York, NY5.5MShares$183 Million0.01% of portfolio