Crestwood Advisors Group LLC Spdr Portfolio Aggregate Bond Transaction History
Crestwood Advisors Group LLC
- $4.5 Billion
- Q1 2024
A detailed history of Crestwood Advisors Group LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Crestwood Advisors Group LLC holds 250,798 shares of SPAB stock, worth $6.32 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
250,798
Previous 281,597
10.94%
Holding current value
$6.32 Million
Previous $7.22 Million
12.19%
% of portfolio
0.14%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding SPAB
# of Institutions
462Shares Held
237MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC22.8MShares$575 Million0.32% of portfolio
-
Cwm, LLC12.2MShares$307 Million1.5% of portfolio
-
Envestnet Asset Management Inc10.2MShares$256 Million0.1% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC9.95MShares$251 Million5.73% of portfolio
-
Cerity Partners LLC New York, NY8.58MShares$216 Million0.58% of portfolio