Wealthstar Advisors, LLC Spdr Portfolio Intermediate Te Transaction History
Wealthstar Advisors, LLC
- $208 Million
- Q1 2025
A detailed history of Wealthstar Advisors, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Wealthstar Advisors, LLC holds 20,361 shares of SPIB stock, worth $672,523. This represents 0.33% of its overall portfolio holdings.
Number of Shares
20,361
Previous 20,922
2.68%
Holding current value
$672,523
Previous $685,000
1.31%
% of portfolio
0.33%
Previous 0.31%
Shares
22 transactions
Others Institutions Holding SPIB
# of Institutions
623Shares Held
248MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC42.2MShares$1.39 Billion0.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA41.7MShares$1.38 Billion0.27% of portfolio
-
Envestnet Asset Management Inc9.9MShares$327 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.97MShares$230 Million0.22% of portfolio
-
D.A. Davidson & Co.5.49MShares$181 Million1.5% of portfolio