Symphony Financial, Ltd. Co. Spdr Portfolio Intermediate Te Transaction History
Symphony Financial, Ltd. Co.
- $177 Million
- Q1 2025
A detailed history of Symphony Financial, Ltd. Co. transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Symphony Financial, Ltd. Co. holds 61,340 shares of SPIB stock, worth $2.04 Million. This represents 1.15% of its overall portfolio holdings.
Number of Shares
61,340
Previous 33,028
85.72%
Holding current value
$2.04 Million
Previous $1.08 Million
88.53%
% of portfolio
1.15%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding SPIB
# of Institutions
611Shares Held
244MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.5MShares$1.45 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.3MShares$1.28 Billion0.53% of portfolio
-
Envestnet Asset Management Inc9.9MShares$330 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.83MShares$227 Million0.22% of portfolio
-
Morgan Stanley New York, NY5.5MShares$183 Million0.01% of portfolio