Foster Victor Wealth Advisors, LLC Spdr Portfolio Intermediate Te Transaction History

Foster Victor Wealth Advisors, LLC

  • $1.1 Billion
  • Q1 2024

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 143,091 shares of SPIB stock, worth $4.64 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
143,091
Previous 112,192 27.54%
Holding current value
$4.64 Million
Previous $3.68 Million 26.99%
% of portfolio
0.43%
Previous 0.38%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 26, 2024
BUY
$32.38 - $32.91 $1 Million - $1.02 Million
30,899 Added 27.54%
143,091 $4.68 Million
Q4 2023

Jan 19, 2024
SELL
$30.91 - $32.89 $6,614 - $7,038
-214 Reduced 0.19%
112,192 $3.68 Million
Q3 2023

Oct 13, 2023
BUY
$31.4 - $32.25 $54,416 - $55,889
1,733 Added 1.57%
112,406 $3.54 Million
Q2 2023

Jul 14, 2023
SELL
$31.95 - $32.66 $336,721 - $344,203
-10,539 Reduced 8.69%
110,673 $3.55 Million
Q1 2023

Apr 20, 2023
SELL
$31.67 - $32.83 $59,032 - $61,195
-1,864 Reduced 1.51%
121,212 $3.94 Million
Q4 2022

Jan 27, 2023
BUY
$31.02 - $32.36 $3.82 Million - $3.98 Million
123,076 New
123,076 $0
Q3 2020

Oct 26, 2020
SELL
N/A
-69,568 Closed
0 $0
Q2 2020

Aug 03, 2020
BUY
N/A
69,568 New
69,568 $2.54 Million
Q4 2019

Jan 13, 2020
SELL
N/A
-47,333 Closed
0 $0
Q3 2019

Oct 11, 2019
BUY
N/A
40,762 Added 620.33%
47,333 $1.67 Million
Q2 2019

Jul 16, 2019
BUY
N/A
6,571 New
6,571 $228,000

Others Institutions Holding SPIB

# of Institutions
510
Shares Held
208M
Call Options Held
100
Put Options Held
0
View Full List

About SPDR PORTFOLIO INTERMEDIATE TE

SPIB Quotes by TradingView
  • Ticker SPIB
  • Sector ETFs
  • Industry ETFs
More about SPIB
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