True Wealth Advisors, LLC Spdr Portfolio Intermediate Te Transaction History
True Wealth Advisors, LLC
- $276 Million
- Q2 2025
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 56,888 shares of SPIB stock, worth $1.9 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
56,888
Previous 67,611
15.86%
Holding current value
$1.9 Million
Previous $2.25 Million
14.96%
% of portfolio
0.69%
Previous 0.89%
Shares
13 transactions
Others Institutions Holding SPIB
# of Institutions
626Shares Held
249MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC42.2MShares$1.41 Billion0.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA41.7MShares$1.39 Billion0.27% of portfolio
-
Envestnet Asset Management Inc9.9MShares$331 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.97MShares$233 Million0.22% of portfolio
-
D.A. Davidson & Co.5.49MShares$183 Million1.5% of portfolio