Crestwood Advisors Group LLC Spdr Portfolio Aggregate Bond Transaction History
Crestwood Advisors Group LLC
- $5.16 Billion
- Q4 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 416,488 shares of SPAB stock, worth $10.5 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
416,488
Previous 235,695
76.71%
Holding current value
$10.5 Million
Previous $6.16 Million
68.93%
% of portfolio
0.2%
Previous 0.12%
Shares
5 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