Rockbridge Investment Management, Lcc Spdr Portfolio Aggregate Bond Transaction History
Rockbridge Investment Management, Lcc
- $705 Billion
- Q2 2024
A detailed history of Rockbridge Investment Management, Lcc transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Rockbridge Investment Management, Lcc holds 443,719 shares of SPAB stock, worth $11.6 Million. This represents 1.58% of its overall portfolio holdings.
Number of Shares
443,719
Previous 447,721
0.89%
Holding current value
$11.6 Million
Previous $11.3 Billion
1.64%
% of portfolio
1.58%
Previous 1.66%
Shares
17 transactions
Others Institutions Holding SPAB
# of Institutions
480Shares Held
235MCall Options Held
300Put Options Held
0-
Lpl Financial LLC Fort Mill, SC22.8MShares$596 Million0.29% of portfolio
-
Cwm, LLC14MShares$365 Million1.66% of portfolio
-
Envestnet Asset Management Inc10.9MShares$283 Million0.1% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC10.8MShares$282 Million5.81% of portfolio
-
Cerity Partners LLC New York, NY8.9MShares$232 Million0.59% of portfolio