Wetzel Investment Advisors, Inc. Spdr Portfolio Intermediate Te Transaction History
Wetzel Investment Advisors, Inc.
- $196 Million
- Q4 2024
A detailed history of Wetzel Investment Advisors, Inc. transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Wetzel Investment Advisors, Inc. holds 177,272 shares of SPIB stock, worth $5.84 Million. This represents 2.97% of its overall portfolio holdings.
Number of Shares
177,272
Previous 168,457
5.23%
Holding current value
$5.84 Million
Previous $5.68 Million
2.27%
% of portfolio
2.97%
Previous 2.93%
Shares
4 transactions
Others Institutions Holding SPIB
# of Institutions
562Shares Held
223MCall 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
-
D.A. Davidson & Co.5.17MShares$170 Million1.4% of portfolio