Capital Planning Advisors, LLC Spdr Portfolio Aggregate Bond Transaction History
Capital Planning Advisors, LLC
- $555 Million
- Q1 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 12,085 shares of SPAB stock, worth $304,542. This represents 0.05% of its overall portfolio holdings.
Number of Shares
12,085Holding current value
$304,542% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding SPAB
# of Institutions
462Shares Held
237MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC22.8MShares$575 Million0.32% of portfolio
-
Cwm, LLC12.2MShares$307 Million1.5% of portfolio
-
Envestnet Asset Management Inc10.2MShares$256 Million0.1% of portfolio
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Cliftonlarsonallen Wealth Advisors, LLC9.95MShares$251 Million5.73% of portfolio
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Cerity Partners LLC New York, NY8.58MShares$216 Million0.58% of portfolio