Cfs Investment Advisory Services, LLC Spdr Portfolio Aggregate Bond Transaction History
Cfs Investment Advisory Services, LLC
- $1.12 Billion
- Q4 2024
A detailed history of Cfs Investment Advisory Services, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Cfs Investment Advisory Services, LLC holds 65,568 shares of SPAB stock, worth $1.65 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
65,568
Previous 164,468
60.13%
Holding current value
$1.65 Million
Previous $4.3 Million
61.87%
% of portfolio
0.15%
Previous 0.36%
Shares
7 transactions
Others Institutions Holding SPAB
# of Institutions
517Shares Held
272MCall Options Held
800Put Options Held
0-
Lpl Financial LLC Fort Mill, SC26.2MShares$660 Million0.31% of portfolio
-
Cwm, LLC16.3MShares$411 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