Optimist Retirement Group LLC Spdr Portfolio Aggregate Bond Transaction History
Optimist Retirement Group LLC
- $211 Billion
- Q4 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 8,585 shares of SPAB stock, worth $215,912. This represents 0.1% of its overall portfolio holdings.
Number of Shares
8,585
Previous 8,489
1.13%
Holding current value
$215,912
Previous $222 Million
3.32%
% of portfolio
0.1%
Previous 0.1%
Shares
4 transactions
Others Institutions Holding SPAB
# of Institutions
517Shares Held
272MCall Options Held
800Put Options Held
0-
Lpl Financial LLC Fort Mill, SC25.7MShares$646 Million0.27% of portfolio
-
Cwm, LLC16.3MShares$411 Million1.69% of portfolio
-
State Street Corp Boston, MA12.9MShares$325 Million0.01% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC12.8MShares$322 Million6.21% of portfolio
-
Envestnet Asset Management Inc11.5MShares$290 Million0.1% of portfolio