Destination Wealth Management Spdr Portfolio Aggregate Bond Transaction History
Destination Wealth Management
- $3 Billion
- Q2 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 134,726 shares of SPAB stock, worth $3.53 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
134,726
Previous 208,916
35.51%
Holding current value
$3.53 Million
Previous $5.28 Million
36.0%
% of portfolio
0.11%
Previous 0.18%
Shares
15 transactions
Others Institutions Holding SPAB
# of Institutions
479Shares Held
235MCall Options Held
300Put Options Held
0-
Lpl Financial LLC Fort Mill, SC22.8MShares$599 Million0.29% of portfolio
-
Cwm, LLC14MShares$367 Million1.66% of portfolio
-
Envestnet Asset Management Inc10.9MShares$285 Million0.1% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC10.8MShares$283 Million5.81% of portfolio
-
Cerity Partners LLC New York, NY8.9MShares$233 Million0.59% of portfolio