Arete Wealth Advisors, LLC Spdr Portfolio Aggregate Bond Transaction History
Arete Wealth Advisors, LLC
- $1.17 Billion
- Q3 2024
A detailed history of Arete Wealth Advisors, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 782,568 shares of SPAB stock, worth $19.7 Million. This represents 1.75% of its overall portfolio holdings.
Number of Shares
782,568
Previous 782,568
-0.0%
Holding current value
$19.7 Million
Previous $20.4 Million
-0.0%
% of portfolio
1.75%
Previous 1.75%
Shares
27 transactions
Others Institutions Holding SPAB
# of Institutions
503Shares Held
267MCall 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$322 Million6.21% of portfolio
-
Envestnet Asset Management Inc11.5MShares$290 Million0.1% of portfolio