Great Valley Advisor Group, Inc. Spdr Portfolio Intermediate Te Transaction History
Great Valley Advisor Group, Inc.
- $3.84 Billion
- Q3 2024
A detailed history of Great Valley Advisor Group, Inc. transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 7,940 shares of SPIB stock, worth $261,067. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,940
Previous 8,865
10.43%
Holding current value
$261,067
Previous $288,000
7.29%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding SPIB
# of Institutions
562Shares Held
223MCall 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$1.15 Billion0.54% of portfolio
-
Envestnet Asset Management Inc10.1MShares$332 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.93MShares$228 Million0.23% of portfolio
-
D.A. Davidson & Co.5.17MShares$170 Million1.4% of portfolio