Optimist Retirement Group LLC Spdr Portfolio Aggregate Bond Transaction History
Optimist Retirement Group LLC
- $190 Billion
- Q2 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 8,419 shares of SPAB stock, worth $221,167. This represents 0.11% of its overall portfolio holdings.
Number of Shares
8,419
Previous 8,349
0.84%
Holding current value
$221,167
Previous $211 Million
0.08%
% of portfolio
0.11%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding SPAB
# of Institutions
479Shares Held
235MCall Options Held
300Put Options Held
0-
Lpl Financial LLC Fort Mill, SC22.8MShares$600 Million0.29% of portfolio
-
Cwm, LLC14MShares$368 Million1.66% of portfolio
-
Envestnet Asset Management Inc10.9MShares$285 Million0.1% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC10.8MShares$284 Million5.81% of portfolio
-
Cerity Partners LLC New York, NY8.9MShares$234 Million0.59% of portfolio