Optimist Retirement Group LLC Spdr Portfolio Aggregate Bond Transaction History
Optimist Retirement Group LLC
- $222 Billion
- Q3 2024
A detailed history of Optimist Retirement Group LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Optimist Retirement Group LLC holds 8,489 shares of SPAB stock, worth $216,469. This represents 0.1% of its overall portfolio holdings.
Number of Shares
8,489
Previous 8,419
0.83%
Holding current value
$216,469
Previous $211 Million
5.05%
% of portfolio
0.1%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding SPAB
# of Institutions
493Shares Held
261MCall Options Held
800Put Options Held
0-
Lpl Financial LLC Fort Mill, SC26.2MShares$669 Million0.31% of portfolio
-
Cwm, LLC15.1MShares$384 Million1.69% of portfolio
-
State Street Corp Boston, MA12.9MShares$329 Million0.01% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC11.9MShares$304 Million7.2% of portfolio
-
Envestnet Asset Management Inc11.5MShares$294 Million0.1% of portfolio