Warren Averett Asset Management, LLC Spdr Ser Tr Spdr Portfolio Tip Transaction History
Warren Averett Asset Management, LLC
- $4.21 Billion
- Q1 2024
A detailed history of Warren Averett Asset Management, LLC transactions in Spdr Ser Tr Spdr Portfolio Tip stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 23,726 shares of SPIP stock, worth $603,114. This represents 0.01% of its overall portfolio holdings.
Number of Shares
23,726
Previous 25,906
8.42%
Holding current value
$603,114
Previous $662,000
8.31%
% of portfolio
0.01%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding SPIP
# of Institutions
253Shares Held
35.3MCall Options Held
1.3KPut Options Held
21.7K-
Lincoln National Corp8.35MShares$212 Million3.42% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA3.54MShares$89.9 Million0.12% of portfolio
-
State Street Corp Boston, MA1.99MShares$50.5 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.62MShares$41.3 Million0.02% of portfolio
-
Great Valley Advisor Group, Inc.1.19MShares$30.3 Million0.95% of portfolio