Precedent Wealth Partners, LLC Spdr Portfolio Aggregate Bond Transaction History
Precedent Wealth Partners, LLC
- $303 Billion
- Q3 2024
A detailed history of Precedent Wealth Partners, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 86,341 shares of SPAB stock, worth $2.16 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
86,341
Previous 67,706
27.52%
Holding current value
$2.16 Million
Previous $1.7 Billion
32.86%
% of portfolio
0.74%
Previous 0.68%
Shares
4 transactions
Others Institutions Holding SPAB
# of Institutions
494Shares Held
262MCall Options Held
800Put Options Held
0-
Lpl Financial LLC Fort Mill, SC26.2MShares$655 Million0.31% of portfolio
-
Cwm, LLC15.1MShares$376 Million1.69% of portfolio
-
State Street Corp Boston, MA12.9MShares$322 Million0.01% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC11.9MShares$298 Million7.2% of portfolio
-
Envestnet Asset Management Inc11.5MShares$288 Million0.1% of portfolio