Vista Investment Management Spdr Portfolio Intermediate Te Transaction History
Vista Investment Management
- $252 Million
- Q3 2024
A detailed history of Vista Investment Management transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Vista Investment Management holds 205,336 shares of SPIB stock, worth $6.72 Million. This represents 2.75% of its overall portfolio holdings.
Number of Shares
205,336
Previous 190,544
7.76%
Holding current value
$6.72 Million
Previous $6.2 Million
11.56%
% of portfolio
2.75%
Previous 2.62%
Shares
28 transactions
Others Institutions Holding SPIB
# of Institutions
536Shares Held
214MCall Options Held
300Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA44.6MShares$1.46 Billion0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC35MShares$1.14 Billion0.54% of portfolio
-
Envestnet Asset Management Inc10.1MShares$331 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.93MShares$227 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA5.05MShares$165 Million0.04% of portfolio