Axim Planning & Wealth Spdr Portfolio Aggregate Bond Transaction History
Axim Planning & Wealth
- $88.8 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding SPAB
# of Institutions
513Shares Held
271MCall Options Held
800Put Options Held
0-
Lpl Financial LLC Fort Mill, SC26.2MShares$661 Million0.31% of portfolio
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Cwm, LLC16.3MShares$412 Million1.69% of portfolio
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State Street Corp Boston, MA12.9MShares$325 Million0.01% of portfolio
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Cliftonlarsonallen Wealth Advisors, LLC12.8MShares$323 Million6.21% of portfolio
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Envestnet Asset Management Inc11.5MShares$291 Million0.1% of portfolio