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 $917,543. This represents 1.06% of its overall portfolio holdings.
Number of Shares
35,968
Previous 35,936
0.09%
Holding current value
$917,543
Previous $908,000
0.66%
% of portfolio
1.06%
Previous 1.18%
Shares
4 transactions
Others Institutions Holding SPAB
# of Institutions
560Shares Held
275MCall Options Held
0Put Options Held
300-
State Street Corp Boston, MA23.6MShares$603 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.2MShares$565 Million0.2% of portfolio
-
Cwm, LLC17.1MShares$436 Million1.54% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC12.6MShares$322 Million5.44% of portfolio
-
Envestnet Asset Management Inc11.1MShares$283 Million0.09% of portfolio