Pacific Financial Group Inc Spdr Portfolio Intermediate Te Transaction History
Pacific Financial Group Inc
- $124 Million
- Q1 2025
A detailed history of Pacific Financial Group Inc transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Pacific Financial Group Inc holds 70,672 shares of SPIB stock, worth $2.35 Million. This represents 1.9% of its overall portfolio holdings.
Number of Shares
70,672
Previous 74,787
5.5%
Holding current value
$2.35 Million
Previous $2.45 Million
4.12%
% of portfolio
1.9%
Previous 1.82%
Shares
24 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$1.39 Billion0.27% of portfolio
-
Envestnet Asset Management Inc9.9MShares$329 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.97MShares$232 Million0.22% of portfolio
-
D.A. Davidson & Co.5.49MShares$182 Million1.5% of portfolio