Vertex Planning Partners, LLC Spdr Portfolio Aggregate Bond Transaction History
Vertex Planning Partners, LLC
- $453 Billion
- Q4 2024
A detailed history of Vertex Planning Partners, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 221,941 shares of SPAB stock, worth $5.6 Million. This represents 1.22% of its overall portfolio holdings.
Number of Shares
221,941
Previous 275,187
19.35%
Holding current value
$5.6 Million
Previous $7.19 Billion
22.9%
% of portfolio
1.22%
Previous 1.72%
Shares
9 transactions
Others Institutions Holding SPAB
# of Institutions
537Shares Held
271MCall Options Held
800Put Options Held
0-
Lpl Financial LLC Fort Mill, SC25.7MShares$647 Million0.27% of portfolio
-
Cwm, LLC16.3MShares$412 Million1.69% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC12.8MShares$323 Million6.21% of portfolio
-
Envestnet Asset Management Inc10.9MShares$276 Million0.09% of portfolio
-
State Street Corp Boston, MA10.2MShares$257 Million0.01% of portfolio