Facet Wealth, Inc. Spdr Portfolio Aggregate Bond Transaction History
Facet Wealth, Inc.
- $3.23 Billion
- Q2 2024
A detailed history of Facet Wealth, Inc. transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Facet Wealth, Inc. holds 1,604,468 shares of SPAB stock, worth $41.8 Million. This represents 1.25% of its overall portfolio holdings.
Number of Shares
1,604,468
Previous 1,749,441
8.29%
Holding current value
$41.8 Million
Previous $44.2 Million
8.97%
% of portfolio
1.25%
Previous 1.47%
Shares
12 transactions
Others Institutions Holding SPAB
# of Institutions
480Shares Held
235MCall Options Held
300Put Options Held
0-
Lpl Financial LLC Fort Mill, SC22.8MShares$596 Million0.29% of portfolio
-
Cwm, LLC14MShares$365 Million1.66% of portfolio
-
Envestnet Asset Management Inc10.9MShares$283 Million0.1% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC10.8MShares$282 Million5.81% of portfolio
-
Cerity Partners LLC New York, NY8.9MShares$232 Million0.59% of portfolio