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 $393,546. This represents 0.2% of its overall portfolio holdings.
Number of Shares
15,586Holding current value
$393,546% of portfolio
0.2%Shares
1 transactions
Others Institutions Holding SPAB
# of Institutions
492Shares Held
260MCall Options Held
800Put Options Held
0-
Lpl Financial LLC Fort Mill, SC26.2MShares$662 Million0.31% of portfolio
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Cwm, LLC15.1MShares$380 Million1.69% of portfolio
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State Street Corp Boston, MA12.9MShares$326 Million0.01% of portfolio
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Cliftonlarsonallen Wealth Advisors, LLC11.9MShares$301 Million7.2% of portfolio
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Envestnet Asset Management Inc11.5MShares$291 Million0.1% of portfolio