Wealth Advisory Solutions, LLC Spdr Portfolio Intermediate Te Transaction History
Wealth Advisory Solutions, LLC
- $369 Million
- Q2 2024
A detailed history of Wealth Advisory Solutions, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Wealth Advisory Solutions, LLC holds 111,245 shares of SPIB stock, worth $3.74 Million. This represents 0.98% of its overall portfolio holdings.
Number of Shares
111,245
Previous 109,349
1.73%
Holding current value
$3.74 Million
Previous $3.57 Million
1.34%
% of portfolio
0.98%
Previous 0.93%
Shares
10 transactions
Others Institutions Holding SPIB
# of Institutions
526Shares Held
197MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.4MShares$1.46 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC32.5MShares$1.09 Billion0.54% of portfolio
-
Envestnet Asset Management Inc8.82MShares$297 Million0.1% of portfolio
-
Creative Planning Overland Park, KS7.15MShares$241 Million0.25% of portfolio
-
Wells Fargo & Company San Francisco, CA5.92MShares$199 Million0.05% of portfolio