Moseley Investment Management Inc Spdr Portfolio Intermediate Te Transaction History
Moseley Investment Management Inc
- $249 Million
- Q1 2025
Shares
4 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
-
Charles Schwab Investment Management Inc San Francisco, CA41.7MShares$1.38 Billion0.27% of portfolio
-
Envestnet Asset Management Inc9.9MShares$327 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.97MShares$230 Million0.22% of portfolio
-
D.A. Davidson & Co.5.49MShares$181 Million1.5% of portfolio