J.W. Cole Advisors, Inc. Spdr Portfolio Intermediate Te Transaction History
J.W. Cole Advisors, Inc.
- $2.42 Billion
- Q4 2024
A detailed history of J.W. Cole Advisors, Inc. transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 72,263 shares of SPIB stock, worth $2.38 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
72,263
Previous 45,826
57.69%
Holding current value
$2.38 Million
Previous $1.54 Million
53.3%
% of portfolio
0.1%
Previous 0.07%
Shares
9 transactions
Others Institutions Holding SPIB
# of Institutions
606Shares Held
244MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.5MShares$1.43 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.3MShares$1.26 Billion0.53% of portfolio
-
Envestnet Asset Management Inc9.58MShares$315 Million0.1% of portfolio
-
Creative Planning Overland Park, KS6.83MShares$225 Million0.22% of portfolio
-
Morgan Stanley New York, NY5.5MShares$181 Million0.01% of portfolio