Westfuller Advisors, LLC Spdr Portfolio Intermediate Te Transaction History
Westfuller Advisors, LLC
- $150 Billion
- Q1 2025
A detailed history of Westfuller Advisors, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Westfuller Advisors, LLC holds 29,159 shares of SPIB stock, worth $963,996. This represents 0.65% of its overall portfolio holdings.
Number of Shares
29,159
Previous 28,085
3.82%
Holding current value
$963,996
Previous $920 Million
5.35%
% of portfolio
0.65%
Previous 0.58%
Shares
2 transactions
Others Institutions Holding SPIB
# of Institutions
623Shares Held
248MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC42.2MShares$1.4 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