Dogwood Wealth Management LLC Spdr Portfolio Aggregate Bond Transaction History
Dogwood Wealth Management LLC
- $174 Billion
- Q3 2024
A detailed history of Dogwood Wealth Management LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Dogwood Wealth Management LLC holds 392 shares of SPAB stock, worth $10,043. This represents 0.01% of its overall portfolio holdings.
Number of Shares
392
Previous 16,602
97.64%
Holding current value
$10,043
Previous $420 Million
97.56%
% of portfolio
0.01%
Previous 0.28%
Shares
3 transactions
Others Institutions Holding SPAB
# of Institutions
539Shares Held
271MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC25.7MShares$658 Million0.27% of portfolio
-
Cwm, LLC16.3MShares$418 Million1.69% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC12.8MShares$328 Million6.21% of portfolio
-
Envestnet Asset Management Inc10.9MShares$280 Million0.09% of portfolio
-
State Street Corp Boston, MA10.2MShares$261 Million0.01% of portfolio