J.W. Cole Advisors, Inc. Spdr Portfolio Intermediate Te Transaction History
J.W. Cole Advisors, Inc.
- $3.14 Billion
- Q1 2025
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 6,628 shares of SPIB stock, worth $221,971. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,628
Previous 72,263
90.83%
Holding current value
$221,971
Previous $2.37 Million
90.71%
% of portfolio
0.01%
Previous 0.1%
Shares
10 transactions
Others Institutions Holding SPIB
# of Institutions
627Shares Held
246MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC42.2MShares$1.41 Billion0.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA41.7MShares$1.4 Billion0.27% of portfolio
-
Envestnet Asset Management Inc9.9MShares$332 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.97MShares$233 Million0.22% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC5.51MShares$185 Million3.11% of portfolio