Vision Point Advisory Group, LLC Spdr Portfolio Intermediate Te Transaction History
Vision Point Advisory Group, LLC
- $264 Million
- Q4 2024
A detailed history of Vision Point Advisory Group, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Vision Point Advisory Group, LLC holds 2,778 shares of SPIB stock, worth $91,729. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,778Holding current value
$91,729% of portfolio
0.03%Shares
2 transactions
Others Institutions Holding SPIB
# of Institutions
600Shares Held
243MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.5MShares$1.44 Billion0.27% of portfolio
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Lpl Financial LLC Fort Mill, SC38.3MShares$1.27 Billion0.53% of portfolio
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Envestnet Asset Management Inc9.58MShares$316 Million0.1% of portfolio
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Creative Planning Overland Park, KS6.83MShares$226 Million0.22% of portfolio
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Morgan Stanley New York, NY5.5MShares$182 Million0.01% of portfolio