Cornerstone Wealth Management, LLC Spdr Portfolio Aggregate Bond Transaction History
Cornerstone Wealth Management, LLC
- $1.39 Billion
- Q3 2024
A detailed history of Cornerstone Wealth Management, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Cornerstone Wealth Management, LLC holds 25,806 shares of SPAB stock, worth $658,311. This represents 0.05% of its overall portfolio holdings.
Number of Shares
25,806
Previous 25,071
2.93%
Holding current value
$658,311
Previous $629,000
7.15%
% of portfolio
0.05%
Previous 0.05%
Shares
22 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