Dynamic Wealth Strategies, LLC Spdr Portfolio Aggregate Bond Transaction History
Dynamic Wealth Strategies, LLC
- $116 Million
- Q2 2024
A detailed history of Dynamic Wealth Strategies, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 598 shares of SPAB stock, worth $15,709. This represents 0.01% of its overall portfolio holdings.
Number of Shares
598
Previous 598
-0.0%
Holding current value
$15,709
Previous $15,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding SPAB
# of Institutions
479Shares Held
235MCall Options Held
300Put Options Held
0-
Lpl Financial LLC Fort Mill, SC22.8MShares$600 Million0.29% of portfolio
-
Cwm, LLC14MShares$368 Million1.66% of portfolio
-
Envestnet Asset Management Inc10.9MShares$285 Million0.1% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC10.8MShares$284 Million5.81% of portfolio
-
Cerity Partners LLC New York, NY8.9MShares$234 Million0.59% of portfolio