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 $242,521. This represents 0.04% of its overall portfolio holdings.
Number of Shares
9,643
Previous 9,643
-0.0%
Holding current value
$242,521
Previous $252,000
4.76%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding SPAB
# of Institutions
503Shares Held
267MCall Options Held
800Put Options Held
0-
Lpl Financial LLC Fort Mill, SC26.2MShares$660 Million0.31% of portfolio
-
Cwm, LLC15.1MShares$379 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