Pinnacle Family Advisors, LLC Spdr Portfolio Intermediate Te Transaction History
Pinnacle Family Advisors, LLC
- $171 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding SPIB
# of Institutions
572Shares Held
228MCall Options Held
300Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.5MShares$1.42 Billion0.27% of portfolio
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Lpl Financial LLC Fort Mill, SC38.3MShares$1.25 Billion0.53% of portfolio
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Envestnet Asset Management Inc10.1MShares$331 Million0.11% of portfolio
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Creative Planning Overland Park, KS6.93MShares$227 Million0.23% of portfolio
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D.A. Davidson & Co.5.17MShares$169 Million1.4% of portfolio