Wetzel Investment Advisors, Inc. Spdr Portfolio Intermediate Te Transaction History
Wetzel Investment Advisors, Inc.
- $194 Million
- Q3 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 168,457 shares of SPIB stock, worth $5.55 Million. This represents 2.93% of its overall portfolio holdings.
Number of Shares
168,457
Previous 3,389
4870.7%
Holding current value
$5.55 Million
Previous $110,000
5061.82%
% of portfolio
2.93%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding SPIB
# of Institutions
534Shares Held
214MCall 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
-
Wells Fargo & Company San Francisco, CA5.05MShares$166 Million0.04% of portfolio