Kc Investment Advisors, LLC Spdr Portfolio Intermediate Te Transaction History
Kc Investment Advisors, LLC
- $223 Million
- Q3 2024
A detailed history of Kc Investment Advisors, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Kc Investment Advisors, LLC holds 119,758 shares of SPIB stock, worth $3.94 Million. This represents 1.81% of its overall portfolio holdings.
Number of Shares
119,758
Previous 108,394
10.48%
Holding current value
$3.94 Million
Previous $3.53 Million
14.4%
% of portfolio
1.81%
Previous 1.78%
Shares
5 transactions
Others Institutions Holding SPIB
# of Institutions
533Shares 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$1.15 Billion0.54% of portfolio
-
Envestnet Asset Management Inc10.1MShares$333 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.93MShares$228 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA5.05MShares$166 Million0.04% of portfolio