United Capital Financial Advisers, LLC Spdr Portfolio Intermediate Te Transaction History
United Capital Financial Advisers, LLC
- $12 Billion
- Q1 2024
A detailed history of United Capital Financial Advisers, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 7,392 shares of SPIB stock, worth $240,831. This represents 0.0% of its overall portfolio holdings.
Number of Shares
7,392
Previous 6,687
10.54%
Holding current value
$240,831
Previous $219,000
10.05%
% of portfolio
0.0%
Previous 0.0%
Shares
24 transactions
Others Institutions Holding SPIB
# of Institutions
511Shares Held
208MCall Options Held
100Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.01 Billion0.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC29.3MShares$955 Million0.53% of portfolio
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Ge Investment Management Corp. Norwalk, CT15.8MShares$515 Million49.05% of portfolio
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Charles Schwab Investment Advisory, Inc. San Francisco, CA12.5MShares$407 Million0.56% of portfolio
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Wells Fargo & Company San Francisco, CA8.52MShares$278 Million0.07% of portfolio