Wmg Financial Advisors, LLC Spdr Portfolio Intermediate Te Transaction History
Wmg Financial Advisors, LLC
- $214 Million
- Q1 2025
A detailed history of Wmg Financial Advisors, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Wmg Financial Advisors, LLC holds 11,067 shares of SPIB stock, worth $368,088. This represents 0.17% of its overall portfolio holdings.
Number of Shares
11,067
Previous 8,404
31.69%
Holding current value
$368,088
Previous $275,000
33.45%
% of portfolio
0.17%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding SPIB
# of Institutions
624Shares 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$1.39 Billion0.27% of portfolio
-
Envestnet Asset Management Inc9.9MShares$329 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.97MShares$232 Million0.22% of portfolio
-
D.A. Davidson & Co.5.49MShares$182 Million1.5% of portfolio