Belpointe Asset Management LLC Spdr Portfolio Aggregate Bond Transaction History
Belpointe Asset Management LLC
- $1.28 Billion
- Q2 2024
A detailed history of Belpointe Asset Management LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Belpointe Asset Management LLC holds 33,464 shares of SPAB stock, worth $877,091. This represents 0.07% of its overall portfolio holdings.
Number of Shares
33,464
Previous 30,075
11.27%
Holding current value
$877,091
Previous $760,000
10.39%
% of portfolio
0.07%
Previous 0.06%
Shares
26 transactions
Others Institutions Holding SPAB
# of Institutions
480Shares Held
235MCall Options Held
300Put Options Held
0-
Lpl Financial LLC Fort Mill, SC22.8MShares$599 Million0.29% of portfolio
-
Cwm, LLC14MShares$367 Million1.66% of portfolio
-
Envestnet Asset Management Inc10.9MShares$285 Million0.1% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC10.8MShares$283 Million5.81% of portfolio
-
Cerity Partners LLC New York, NY8.9MShares$233 Million0.59% of portfolio