Alera Investment Advisors, LLC Spdr Portfolio Aggregate Bond Transaction History
Alera Investment Advisors, LLC
- $734 Million
- Q1 2024
Shares
4 transactions
Others Institutions Holding SPAB
# of Institutions
462Shares Held
237MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC22.8MShares$572 Million0.32% of portfolio
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Cwm, LLC12.2MShares$306 Million1.5% of portfolio
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Envestnet Asset Management Inc10.2MShares$255 Million0.1% of portfolio
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Cliftonlarsonallen Wealth Advisors, LLC9.95MShares$250 Million5.73% of portfolio
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Cerity Partners LLC New York, NY8.58MShares$215 Million0.58% of portfolio