Warren Averett Asset Management, LLC Spdr Portfolio Intermediate Te Transaction History
Warren Averett Asset Management, LLC
- $5.34 Billion
- Q3 2024
A detailed history of Warren Averett Asset Management, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 398,544 shares of SPIB stock, worth $13.1 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
398,544
Previous 361,776
10.16%
Holding current value
$13.1 Million
Previous $11.8 Million
14.05%
% of portfolio
0.25%
Previous 0.23%
Shares
3 transactions
Others Institutions Holding SPIB
# of Institutions
533Shares Held
214MCall 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
-
Wells Fargo & Company San Francisco, CA5.05MShares$166 Million0.04% of portfolio