Verdence Capital Advisors LLC Spdr Portfolio Intermediate Te Transaction History
Verdence Capital Advisors LLC
- $1.23 Billion
- Q3 2024
A detailed history of Verdence Capital Advisors LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Verdence Capital Advisors LLC holds 97,098 shares of SPIB stock, worth $3.2 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
97,098
Previous 84,542
14.85%
Holding current value
$3.2 Million
Previous $2.75 Million
18.93%
% of portfolio
0.27%
Previous 0.25%
Shares
2 transactions
Others Institutions Holding SPIB
# of Institutions
558Shares Held
219MCall Options Held
300Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA44.6MShares$1.47 Billion0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC35MShares$1.15 Billion0.54% of portfolio
-
Envestnet Asset Management Inc10.1MShares$333 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.93MShares$228 Million0.23% of portfolio
-
D.A. Davidson & Co.5.17MShares$170 Million1.4% of portfolio