Kelly Financial Services LLC Spdr Portfolio Aggregate Bond Transaction History
Kelly Financial Services LLC
- $268 Million
- Q2 2024
A detailed history of Kelly Financial Services LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Kelly Financial Services LLC holds 31,825 shares of SPAB stock, worth $835,088. This represents 0.3% of its overall portfolio holdings.
Number of Shares
31,825
Previous 38,602
17.56%
Holding current value
$835,088
Previous $975,000
18.15%
% of portfolio
0.3%
Previous 0.39%
Shares
13 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$283 Million5.81% of portfolio
-
Cerity Partners LLC New York, NY8.9MShares$234 Million0.59% of portfolio