Loring Wolcott & Coolidge Fiduciary Advisors LLP Spdr Portfolio Intermediate Te Transaction History
Loring Wolcott & Coolidge Fiduciary Advisors LLP
- $11.1 Billion
- Q3 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 2,059 shares of SPIB stock, worth $67,844. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,059
Previous 1,310
57.18%
Holding current value
$67,844
Previous $42,000
64.29%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SPIB
# of Institutions
534Shares 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