Foster Victor Wealth Advisors, LLC Spdr Portfolio Intermediate Te Transaction History
Foster Victor Wealth Advisors, LLC
- $1.22 Billion
- Q4 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 154,334 shares of SPIB stock, worth $5.1 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
154,334
Previous 147,692
4.5%
Holding current value
$5.1 Million
Previous $4.98 Million
1.55%
% of portfolio
0.41%
Previous 0.36%
Shares
14 transactions
Others Institutions Holding SPIB
# of Institutions
600Shares Held
243MCall 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$317 Million0.1% of portfolio
-
Creative Planning Overland Park, KS6.83MShares$226 Million0.22% of portfolio
-
Morgan Stanley New York, NY5.5MShares$182 Million0.01% of portfolio