Investment Planning Advisors, Inc. Spdr Portfolio Aggregate Bond Transaction History
Investment Planning Advisors, Inc.
- $200 Million
- Q4 2024
A detailed history of Investment Planning Advisors, Inc. transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 10,026 shares of SPAB stock, worth $251,752. This represents 0.13% of its overall portfolio holdings.
Number of Shares
10,026
Previous 308,093
96.75%
Holding current value
$251,752
Previous $8.05 Million
96.9%
% of portfolio
0.13%
Previous 4.35%
Shares
2 transactions
Others Institutions Holding SPAB
# of Institutions
536Shares Held
270MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC25.7MShares$645 Million0.27% of portfolio
-
Cwm, LLC16.3MShares$410 Million1.69% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC12.8MShares$322 Million6.21% of portfolio
-
Envestnet Asset Management Inc10.9MShares$275 Million0.09% of portfolio
-
State Street Corp Boston, MA10.2MShares$256 Million0.01% of portfolio