Iams Wealth Management, LLC Spdr Portfolio Aggregate Bond Transaction History
Iams Wealth Management, LLC
- $204 Billion
- Q3 2024
A detailed history of Iams Wealth Management, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Iams Wealth Management, LLC holds 15,586 shares of SPAB stock, worth $397,598. This represents 0.2% of its overall portfolio holdings.
Number of Shares
15,586Holding current value
$397,598% of portfolio
0.2%Shares
1 transactions
Others Institutions Holding SPAB
# of Institutions
482Shares Held
240MCall Options Held
300Put Options Held
0-
Lpl Financial LLC Fort Mill, SC22.8MShares$583 Million0.29% of portfolio
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Cwm, LLC15.1MShares$384 Million1.69% of portfolio
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Cliftonlarsonallen Wealth Advisors, LLC11.9MShares$304 Million7.2% of portfolio
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Envestnet Asset Management Inc10.9MShares$277 Million0.1% of portfolio
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Cerity Partners LLC New York, NY8.9MShares$227 Million0.59% of portfolio