Gladstone Institutional Advisory LLC Spdr Portfolio Intermediate Te Transaction History
Gladstone Institutional Advisory LLC
- $2 Billion
- Q3 2024
A detailed history of Gladstone Institutional Advisory LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Gladstone Institutional Advisory LLC holds 64,995 shares of SPIB stock, worth $2.15 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
64,995
Previous 99,839
34.9%
Holding current value
$2.15 Million
Previous $3.25 Million
32.62%
% of portfolio
0.11%
Previous 0.17%
Shares
3 transactions
Others Institutions Holding SPIB
# of Institutions
536Shares Held
214MCall Options Held
300Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA44.6MShares$1.47 Billion0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC35MShares$1.16 Billion0.54% of portfolio
-
Envestnet Asset Management Inc10.1MShares$334 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.93MShares$229 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA5.05MShares$167 Million0.04% of portfolio