Axxcess Wealth Management, LLC Spdr Portfolio Aggregate Bond Transaction History
Axxcess Wealth Management, LLC
- $3.96 Billion
- Q4 2024
A detailed history of Axxcess Wealth Management, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 35,151 shares of SPAB stock, worth $886,156. This represents 0.02% of its overall portfolio holdings.
Number of Shares
35,151
Previous 87,591
59.87%
Holding current value
$886,156
Previous $2.29 Million
61.64%
% of portfolio
0.02%
Previous 0.06%
Shares
13 transactions
Others Institutions Holding SPAB
# of Institutions
537Shares Held
271MCall Options Held
800Put Options Held
0-
Lpl Financial LLC Fort Mill, SC25.7MShares$647 Million0.27% of portfolio
-
Cwm, LLC16.3MShares$412 Million1.69% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC12.8MShares$323 Million6.21% of portfolio
-
Envestnet Asset Management Inc10.9MShares$276 Million0.09% of portfolio
-
State Street Corp Boston, MA10.2MShares$257 Million0.01% of portfolio