Valley National Advisers Inc Spdr Portfolio Intermediate Te Transaction History
Valley National Advisers Inc
- $554 Million
- Q1 2025
A detailed history of Valley National Advisers Inc transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Valley National Advisers Inc holds 889 shares of SPIB stock, worth $29,568. This represents 0.01% of its overall portfolio holdings.
Number of Shares
889
Previous 889
-0.0%
Holding current value
$29,568
Previous $29,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding SPIB
# of Institutions
623Shares 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