Baystate Wealth Management LLC Spdr Portfolio Aggregate Bond Transaction History
Baystate Wealth Management LLC
- $1.36 Billion
- Q4 2023
A detailed history of Baystate Wealth Management LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Baystate Wealth Management LLC holds 669 shares of SPAB stock, worth $16,825. This represents 0.0% of its overall portfolio holdings.
Number of Shares
669
Previous 661
1.21%
Holding current value
$16,825
Previous $16,000
6.25%
% of portfolio
0.0%
Previous 0.0%
Shares
9 transactions
Others Institutions Holding SPAB
# of Institutions
506Shares Held
270MCall Options Held
800Put Options Held
0-
Lpl Financial LLC Fort Mill, SC26.2MShares$660 Million0.31% of portfolio
-
Cwm, LLC16.3MShares$411 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