True Wealth Advisors, LLC Spdr Portfolio Intermediate Te Transaction History
True Wealth Advisors, LLC
- $240 Million
- Q1 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 82,169 shares of SPIB stock, worth $2.67 Million. This represents 1.12% of its overall portfolio holdings.
Number of Shares
82,169
Previous 91,688
10.38%
Holding current value
$2.67 Million
Previous $3.01 Million
10.76%
% of portfolio
1.12%
Previous 1.28%
Shares
8 transactions
Others Institutions Holding SPIB
# of Institutions
510Shares Held
208MCall Options Held
100Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1 Billion0.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC29.3MShares$952 Million0.53% of portfolio
-
Ge Investment Management Corp. Norwalk, CT15.8MShares$513 Million49.05% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA12.5MShares$405 Million0.56% of portfolio
-
Wells Fargo & Company San Francisco, CA8.52MShares$276 Million0.07% of portfolio