Cliftonlarsonallen Wealth Advisors, LLC Spdr Portfolio Aggregate Bond Transaction History
Cliftonlarsonallen Wealth Advisors, LLC
- $4.66 Billion
- Q2 2024
A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 10,803,023 shares of SPAB stock, worth $282 Million. This represents 5.81% of its overall portfolio holdings.
Number of Shares
10,803,023
Previous 9,954,072
8.53%
Holding current value
$282 Million
Previous $252 Million
7.71%
% of portfolio
5.81%
Previous 5.73%
Shares
6 transactions
Others Institutions Holding SPAB
# of Institutions
479Shares Held
235MCall Options Held
300Put Options Held
0-
Lpl Financial LLC Fort Mill, SC22.8MShares$596 Million0.29% of portfolio
-
Cwm, LLC14MShares$366 Million1.66% of portfolio
-
Envestnet Asset Management Inc10.9MShares$283 Million0.1% of portfolio
-
Cerity Partners LLC New York, NY8.9MShares$232 Million0.59% of portfolio
-
River Front Investment Group, LLC Richmond, VA7.22MShares$188 Million4.91% of portfolio