Family Wealth Group, LLC Spdr Portfolio Aggregate Bond Transaction History
Family Wealth Group, LLC
- $92.4 Million
- Q2 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 84,278 shares of SPAB stock, worth $2.17 Million. This represents 2.29% of its overall portfolio holdings.
Number of Shares
84,278
Previous 76,360
10.37%
Holding current value
$2.17 Million
Previous $1.93 Million
9.53%
% of portfolio
2.29%
Previous 2.22%
Shares
3 transactions
Others Institutions Holding SPAB
# of Institutions
481Shares Held
235MCall Options Held
300Put Options Held
0-
Lpl Financial LLC Fort Mill, SC22.8MShares$589 Million0.29% of portfolio
-
Cwm, LLC14MShares$361 Million1.66% of portfolio
-
Envestnet Asset Management Inc10.9MShares$280 Million0.1% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC10.8MShares$279 Million5.81% of portfolio
-
Cerity Partners LLC New York, NY8.9MShares$230 Million0.59% of portfolio