Sequoia Financial Advisors, LLC Spdr Portfolio Intermediate Te Transaction History
Sequoia Financial Advisors, LLC
- $11.5 Billion
- Q4 2024
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 11,239 shares of SPIB stock, worth $372,235. This represents 0.0% of its overall portfolio holdings.
Number of Shares
11,239
Previous 9,021
24.59%
Holding current value
$372,235
Previous $304,000
21.05%
% of portfolio
0.0%
Previous 0.0%
Shares
18 transactions
Others Institutions Holding SPIB
# of Institutions
598Shares Held
243MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.5MShares$1.44 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.3MShares$1.27 Billion0.53% of portfolio
-
Envestnet Asset Management Inc9.58MShares$317 Million0.1% of portfolio
-
Creative Planning Overland Park, KS6.83MShares$226 Million0.22% of portfolio
-
Morgan Stanley New York, NY5.5MShares$182 Million0.01% of portfolio