Bull Oak Capital, LLC Spdr Portfolio Aggregate Bond Transaction History
Bull Oak Capital, LLC
- $172 Million
- Q3 2024
A detailed history of Bull Oak Capital, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Bull Oak Capital, LLC holds 649,422 shares of SPAB stock, worth $16.4 Million. This represents 9.89% of its overall portfolio holdings.
Number of Shares
649,422
Previous 415,381
56.34%
Holding current value
$16.4 Million
Previous $10.4 Million
62.89%
% of portfolio
9.89%
Previous 8.92%
Shares
9 transactions
Others Institutions Holding SPAB
# of Institutions
492Shares Held
260MCall Options Held
800Put Options Held
0-
Lpl Financial LLC Fort Mill, SC26.2MShares$662 Million0.31% of portfolio
-
Cwm, LLC15.1MShares$380 Million1.69% of portfolio
-
State Street Corp Boston, MA12.9MShares$326 Million0.01% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC11.9MShares$301 Million7.2% of portfolio
-
Envestnet Asset Management Inc11.5MShares$291 Million0.1% of portfolio