Marshall & Sterling Wealth Advisors Inc. Spdr Portfolio Intermediate Te Transaction History
Marshall & Sterling Wealth Advisors Inc.
- $147 Billion
- Q1 2025
A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 1,245 shares of SPIB stock, worth $41,209. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,245Holding current value
$41,209% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding SPIB
# of Institutions
623Shares Held
248MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC42.2MShares$1.4 Billion0.57% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA41.7MShares$1.38 Billion0.27% of portfolio
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Envestnet Asset Management Inc9.9MShares$328 Million0.11% of portfolio
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Creative Planning Overland Park, KS6.97MShares$231 Million0.22% of portfolio
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D.A. Davidson & Co.5.49MShares$182 Million1.5% of portfolio