True Link Financial Advisors, LLC Spdr Portfolio Intermediate Te Transaction History
True Link Financial Advisors, LLC
- $1.19 Billion
- Q4 2024
A detailed history of True Link Financial Advisors, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, True Link Financial Advisors, LLC holds 3,203,828 shares of SPIB stock, worth $107 Million. This represents 8.82% of its overall portfolio holdings.
Number of Shares
3,203,828
Previous 2,312,576
38.54%
Holding current value
$107 Million
Previous $78 Million
34.64%
% of portfolio
8.82%
Previous 6.62%
Shares
5 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$1.45 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.3MShares$1.28 Billion0.53% of portfolio
-
Envestnet Asset Management Inc9.58MShares$319 Million0.1% of portfolio
-
Creative Planning Overland Park, KS6.83MShares$227 Million0.22% of portfolio
-
Morgan Stanley New York, NY5.5MShares$183 Million0.01% of portfolio