True Wealth Advisors, LLC Spdr Portfolio Intermediate Te Transaction History
True Wealth Advisors, LLC
- $262 Million
- Q4 2024
A detailed history of True Wealth Advisors, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, True Wealth Advisors, LLC holds 75,478 shares of SPIB stock, worth $2.49 Million. This represents 0.94% of its overall portfolio holdings.
Number of Shares
75,478
Previous 78,877
4.31%
Holding current value
$2.49 Million
Previous $2.66 Million
7.0%
% of portfolio
0.94%
Previous 0.98%
Shares
11 transactions
Others Institutions Holding SPIB
# of Institutions
594Shares Held
243MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.5MShares$1.43 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.3MShares$1.26 Billion0.53% of portfolio
-
Envestnet Asset Management Inc9.58MShares$316 Million0.1% of portfolio
-
Creative Planning Overland Park, KS6.83MShares$225 Million0.22% of portfolio
-
Morgan Stanley New York, NY5.5MShares$181 Million0.01% of portfolio