Ci Private Wealth, LLC Spdr Portfolio Aggregate Bond Transaction History
Ci Private Wealth, LLC
- $69.4 Billion
- Q3 2024
Shares
3 transactions
Others Institutions Holding SPAB
# of Institutions
506Shares Held
270MCall Options Held
800Put Options Held
0-
Lpl Financial LLC Fort Mill, SC26.2MShares$659 Million0.31% of portfolio
-
Cwm, LLC16.3MShares$410 Million1.69% of portfolio
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State Street Corp Boston, MA12.9MShares$324 Million0.01% of portfolio
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Cliftonlarsonallen Wealth Advisors, LLC12.8MShares$322 Million6.21% of portfolio
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Envestnet Asset Management Inc11.5MShares$289 Million0.1% of portfolio