Capital Planning Advisors, LLC Spdr Portfolio Aggregate Bond Transaction History
Capital Planning Advisors, LLC
- $639 Million
- Q3 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 $245,317. This represents 0.04% of its overall portfolio holdings.
Number of Shares
9,643
Previous 9,643
-0.0%
Holding current value
$245,317
Previous $241,000
4.56%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding SPAB
# of Institutions
493Shares Held
261MCall Options Held
800Put Options Held
0-
Lpl Financial LLC Fort Mill, SC26.2MShares$667 Million0.31% of portfolio
-
Cwm, LLC15.1MShares$383 Million1.69% of portfolio
-
State Street Corp Boston, MA12.9MShares$328 Million0.01% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC11.9MShares$304 Million7.2% of portfolio
-
Envestnet Asset Management Inc11.5MShares$293 Million0.1% of portfolio