True Private Wealth Advisors Spdr Portfolio Intermediate Te Transaction History
True Private Wealth Advisors
- $788 Million
- Q1 2025
A detailed history of True Private Wealth Advisors transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, True Private Wealth Advisors holds 36,775 shares of SPIB stock, worth $1.22 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
36,775
Previous 25,135
46.31%
Holding current value
$1.22 Million
Previous $823,000
48.48%
% of portfolio
0.16%
Previous 0.11%
Shares
2 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