Loring Wolcott & Coolidge Fiduciary Advisors LLP Spdr Portfolio Intermediate Te Transaction History
Loring Wolcott & Coolidge Fiduciary Advisors LLP
- $10.9 Billion
- Q4 2024
A detailed history of Loring Wolcott & Coolidge Fiduciary Advisors LLP transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Loring Wolcott & Coolidge Fiduciary Advisors LLP holds 1,310 shares of SPIB stock, worth $43,164. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,310
Previous 2,059
36.38%
Holding current value
$43,164
Previous $69,000
39.13%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SPIB
# of Institutions
561Shares 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$333 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