Capital Planning Advisors, LLC Spdr Portfolio Aggregate Bond Transaction History
Capital Planning Advisors, LLC
- $622 Million
- Q4 2024
A detailed history of Capital Planning Advisors, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Capital Planning Advisors, LLC holds 9,643 shares of SPAB stock, worth $244,739. This represents 0.04% of its overall portfolio holdings.
Number of Shares
9,643
Previous 9,643
-0.0%
Holding current value
$244,739
Previous $252,000
4.76%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding SPAB
# of Institutions
541Shares Held
271MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC25.7MShares$652 Million0.27% of portfolio
-
Cwm, LLC16.3MShares$414 Million1.69% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC12.8MShares$325 Million6.21% of portfolio
-
Envestnet Asset Management Inc10.9MShares$278 Million0.09% of portfolio
-
State Street Corp Boston, MA10.2MShares$259 Million0.01% of portfolio