Destination Wealth Management Spdr Portfolio Aggregate Bond Transaction History
Destination Wealth Management
- $3.17 Billion
- Q4 2024
A detailed history of Destination Wealth Management transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Destination Wealth Management holds 150,253 shares of SPAB stock, worth $3.81 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
150,253
Previous 136,099
10.4%
Holding current value
$3.81 Million
Previous $3.56 Million
5.54%
% of portfolio
0.12%
Previous 0.11%
Shares
17 transactions
Others Institutions Holding SPAB
# of Institutions
541Shares Held
271MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC25.7MShares$652 Million0.27% of portfolio
-
Cwm, LLC16.3MShares$414 Million1.69% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC12.8MShares$325 Million6.21% of portfolio
-
Envestnet Asset Management Inc10.9MShares$278 Million0.09% of portfolio
-
State Street Corp Boston, MA10.2MShares$259 Million0.01% of portfolio