Optivise Advisory Services LLC Spdr Portfolio Aggregate Bond Transaction History
Optivise Advisory Services LLC
- $190 Billion
- Q3 2024
A detailed history of Optivise Advisory Services LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Optivise Advisory Services LLC holds 39,143 shares of SPAB stock, worth $978,966. This represents 0.54% of its overall portfolio holdings.
Number of Shares
39,143Holding current value
$978,966% of portfolio
0.54%Shares
2 transactions
Others Institutions Holding SPAB
# of Institutions
494Shares Held
262MCall Options Held
800Put Options Held
0-
Lpl Financial LLC Fort Mill, SC26.2MShares$656 Million0.31% of portfolio
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Cwm, LLC15.1MShares$377 Million1.69% of portfolio
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State Street Corp Boston, MA12.9MShares$323 Million0.01% of portfolio
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Cliftonlarsonallen Wealth Advisors, LLC11.9MShares$298 Million7.2% of portfolio
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Envestnet Asset Management Inc11.5MShares$288 Million0.1% of portfolio