Epic Trust Investment Advisors, LLC Spdr Portfolio Aggregate Bond Transaction History
Epic Trust Investment Advisors, LLC
- $84.7 Million
- Q2 2024
A detailed history of Epic Trust Investment Advisors, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Epic Trust Investment Advisors, LLC holds 35,968 shares of SPAB stock, worth $915,025. This represents 1.06% of its overall portfolio holdings.
Number of Shares
35,968
Previous 35,936
0.09%
Holding current value
$915,025
Previous $908,000
0.66%
% of portfolio
1.06%
Previous 1.18%
Shares
4 transactions
Others Institutions Holding SPAB
# of Institutions
493Shares Held
261MCall Options Held
800Put Options Held
0-
Lpl Financial LLC Fort Mill, SC26.2MShares$667 Million0.31% of portfolio
-
Cwm, LLC15.1MShares$383 Million1.69% of portfolio
-
State Street Corp Boston, MA12.9MShares$328 Million0.01% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC11.9MShares$304 Million7.2% of portfolio
-
Envestnet Asset Management Inc11.5MShares$293 Million0.1% of portfolio