Sequoia Financial Advisors, LLC Spdr Portfolio Intermediate Te Transaction History
Sequoia Financial Advisors, LLC
- $11.6 Billion
- Q1 2025
A detailed history of Sequoia Financial Advisors, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 9,400 shares of SPIB stock, worth $312,644. This represents 0.0% of its overall portfolio holdings.
Number of Shares
9,400
Previous 11,239
16.36%
Holding current value
$312,644
Previous $368,000
15.22%
% of portfolio
0.0%
Previous 0.0%
Shares
19 transactions
Others Institutions Holding SPIB
# of Institutions
624Shares 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