Wrenne Financial Planning LLC Spdr Portfolio Aggregate Bond Transaction History
Wrenne Financial Planning LLC
- $168 Billion
- Q3 2024
A detailed history of Wrenne Financial Planning LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Wrenne Financial Planning LLC holds 20,022 shares of SPAB stock, worth $505,555. This represents 0.31% of its overall portfolio holdings.
Number of Shares
20,022
Previous 18,799
6.51%
Holding current value
$505,555
Previous $472 Million
10.96%
% of portfolio
0.31%
Previous 0.33%
Shares
4 transactions
Others Institutions Holding SPAB
# of Institutions
493Shares Held
261MCall Options Held
800Put Options Held
0-
Lpl Financial LLC Fort Mill, SC26.2MShares$662 Million0.31% of portfolio
-
Cwm, LLC15.1MShares$380 Million1.69% of portfolio
-
State Street Corp Boston, MA12.9MShares$326 Million0.01% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC11.9MShares$301 Million7.2% of portfolio
-
Envestnet Asset Management Inc11.5MShares$291 Million0.1% of portfolio