Northwest Financial Advisors Spdr Portfolio Intermediate Te Transaction History
Northwest Financial Advisors
- $145 Billion
- Q2 2024
A detailed history of Northwest Financial Advisors transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Northwest Financial Advisors holds 19,428 shares of SPIB stock, worth $648,895. This represents 0.44% of its overall portfolio holdings.
Number of Shares
19,428
Previous 9,200
111.17%
Holding current value
$648,895
Previous $301 Million
110.34%
% of portfolio
0.44%
Previous 0.22%
Shares
2 transactions
Others Institutions Holding SPIB
# of Institutions
526Shares Held
197MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.4MShares$1.45 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC32.5MShares$1.08 Billion0.54% of portfolio
-
Envestnet Asset Management Inc8.82MShares$295 Million0.1% of portfolio
-
Creative Planning Overland Park, KS7.15MShares$239 Million0.25% of portfolio
-
Wells Fargo & Company San Francisco, CA5.92MShares$198 Million0.05% of portfolio