Steward Partners Investment Advisory, LLC Spdr Portfolio Intermediate Te Transaction History
Steward Partners Investment Advisory, LLC
- $11 Billion
- Q4 2024
A detailed history of Steward Partners Investment Advisory, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 115,829 shares of SPIB stock, worth $3.82 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
115,829
Previous 114,164
1.46%
Holding current value
$3.82 Million
Previous $3.85 Million
1.4%
% of portfolio
0.03%
Previous 0.04%
Shares
33 transactions
Others Institutions Holding SPIB
# of Institutions
566Shares Held
223MCall Options Held
300Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.5MShares$1.43 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC35MShares$1.15 Billion0.54% of portfolio
-
Envestnet Asset Management Inc10.1MShares$333 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.93MShares$229 Million0.23% of portfolio
-
D.A. Davidson & Co.5.17MShares$170 Million1.4% of portfolio