Walkner Condon Financial Advisors LLC Spdr Portfolio Intermediate Te Transaction History
Walkner Condon Financial Advisors LLC
- $480 Million
- Q4 2024
A detailed history of Walkner Condon Financial Advisors LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 33,420 shares of SPIB stock, worth $1.1 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
33,420Holding current value
$1.1 Million% of portfolio
0.23%Shares
3 transactions
Others Institutions Holding SPIB
# of Institutions
574Shares Held
225MCall Options Held
300Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.5MShares$1.43 Billion0.27% of portfolio
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Lpl Financial LLC Fort Mill, SC35MShares$1.15 Billion0.54% of portfolio
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Envestnet Asset Management Inc10.1MShares$332 Million0.11% of portfolio
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Creative Planning Overland Park, KS6.93MShares$228 Million0.23% of portfolio
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D.A. Davidson & Co.5.17MShares$170 Million1.4% of portfolio