Walker Financial Services, Inc. Spdr Portfolio Intermediate Te Transaction History
Walker Financial Services, Inc.
- $191 Billion
- Q1 2025
A detailed history of Walker Financial Services, Inc. transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Walker Financial Services, Inc. holds 149,613 shares of SPIB stock, worth $4.98 Million. This represents 2.61% of its overall portfolio holdings.
Number of Shares
149,613
Previous 135,012
10.81%
Holding current value
$4.98 Million
Previous $4.42 Billion
12.44%
% of portfolio
2.61%
Previous 2.57%
Shares
11 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