Mutual Advisors, LLC Spdr Portfolio Intermediate Te Transaction History
Mutual Advisors, LLC
- $3.31 Billion
- Q4 2024
A detailed history of Mutual Advisors, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Mutual Advisors, LLC holds 32,141 shares of SPIB stock, worth $1.06 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
32,141
Previous 40,617
20.87%
Holding current value
$1.06 Million
Previous $1.37 Million
23.16%
% of portfolio
0.03%
Previous 0.04%
Shares
23 transactions
Others Institutions Holding SPIB
# of Institutions
569Shares Held
224MCall Options Held
300Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.5MShares$1.43 Billion0.27% 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$229 Million0.23% of portfolio
-
D.A. Davidson & Co.5.17MShares$170 Million1.4% of portfolio