Org Wealth Partners, LLC Spdr Portfolio Aggregate Bond Transaction History
Org Wealth Partners, LLC
- $139 Million
- Q4 2024
A detailed history of Org Wealth Partners, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Org Wealth Partners, LLC holds 656 shares of SPAB stock, worth $16,504. This represents 0.01% of its overall portfolio holdings.
Number of Shares
656
Previous 832
21.15%
Holding current value
$16,504
Previous $21.7 Million
99.93%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SPAB
# of Institutions
503Shares Held
266MCall Options Held
800Put Options Held
0-
Lpl Financial LLC Fort Mill, SC26.2MShares$660 Million0.31% of portfolio
-
Cwm, LLC15.1MShares$379 Million1.69% of portfolio
-
State Street Corp Boston, MA12.9MShares$325 Million0.01% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC12.8MShares$323 Million6.21% of portfolio
-
Envestnet Asset Management Inc11.5MShares$290 Million0.1% of portfolio