Jfs Wealth Advisors, LLC Spdr Portfolio Intermediate Te Transaction History
Jfs Wealth Advisors, LLC
- $1.27 Billion
- Q2 2024
A detailed history of Jfs Wealth Advisors, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 1,476 shares of SPIB stock, worth $49,298. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,476Holding current value
$49,298% of portfolio
0.0%Shares
3 transactions
Others Institutions Holding SPIB
# of Institutions
526Shares Held
197MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.4MShares$1.45 Billion0.27% of portfolio
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Lpl Financial LLC Fort Mill, SC32.5MShares$1.08 Billion0.54% of portfolio
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Envestnet Asset Management Inc8.82MShares$295 Million0.1% of portfolio
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Creative Planning Overland Park, KS7.15MShares$239 Million0.25% of portfolio
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Wells Fargo & Company San Francisco, CA5.92MShares$198 Million0.05% of portfolio