Client 1 St Advisory Group, LLC Spdr Portfolio Aggregate Bond Transaction History
Client 1 St Advisory Group, LLC
- $230 Million
- Q2 2024
A detailed history of Client 1 St Advisory Group, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Client 1 St Advisory Group, LLC holds 10,413 shares of SPAB stock, worth $265,635. This represents 0.11% of its overall portfolio holdings.
Number of Shares
10,413
Previous 10,291
1.19%
Holding current value
$265,635
Previous $260,000
0.38%
% of portfolio
0.11%
Previous 0.12%
Shares
8 transactions
Others Institutions Holding SPAB
# of Institutions
482Shares Held
240MCall Options Held
300Put Options Held
0-
Lpl Financial LLC Fort Mill, SC22.8MShares$583 Million0.29% of portfolio
-
Cwm, LLC15.1MShares$384 Million1.69% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC11.9MShares$304 Million7.2% of portfolio
-
Envestnet Asset Management Inc10.9MShares$277 Million0.1% of portfolio
-
Cerity Partners LLC New York, NY8.9MShares$227 Million0.59% of portfolio