Family Wealth Group, LLC Spdr Portfolio Aggregate Bond Transaction History
Family Wealth Group, LLC
- $92.9 Million
- Q3 2024
A detailed history of Family Wealth Group, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Family Wealth Group, LLC holds 85,855 shares of SPAB stock, worth $2.18 Million. This represents 2.42% of its overall portfolio holdings.
Number of Shares
85,855
Previous 84,278
1.87%
Holding current value
$2.18 Million
Previous $2.11 Million
6.15%
% of portfolio
2.42%
Previous 2.29%
Shares
4 transactions
Others Institutions Holding SPAB
# of Institutions
541Shares Held
271MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC25.7MShares$652 Million0.27% of portfolio
-
Cwm, LLC16.3MShares$414 Million1.69% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC12.8MShares$325 Million6.21% of portfolio
-
Envestnet Asset Management Inc10.9MShares$278 Million0.09% of portfolio
-
State Street Corp Boston, MA10.2MShares$259 Million0.01% of portfolio