New Edge Advisors, LLC Spdr Portfolio Intermediate Te Transaction History
New Edge Advisors, LLC
- $15 Billion
- Q3 2024
A detailed history of New Edge Advisors, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, New Edge Advisors, LLC holds 50,242 shares of SPIB stock, worth $1.66 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
50,242
Previous 55,053
8.74%
Holding current value
$1.66 Million
Previous $1.79 Million
5.52%
% of portfolio
0.01%
Previous 0.01%
Shares
14 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