Fermata Advisors, LLC Spdr Portfolio Aggregate Bond Transaction History
Fermata Advisors, LLC
- $495 Million
- Q1 2025
A detailed history of Fermata Advisors, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Fermata Advisors, LLC holds 87,235 shares of SPAB stock, worth $2.19 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
87,235
Previous 80,740
8.04%
Holding current value
$2.19 Million
Previous $2.02 Million
10.21%
% of portfolio
0.45%
Previous 0.4%
Shares
5 transactions
Others Institutions Holding SPAB
# of Institutions
561Shares Held
269MCall Options Held
0Put Options Held
300-
Lpl Financial LLC Fort Mill, SC23MShares$579 Million0.24% of portfolio
-
Cwm, LLC16MShares$401 Million1.63% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC11.7MShares$295 Million5.59% of portfolio
-
State Street Corp Boston, MA11.6MShares$292 Million0.01% of portfolio
-
Envestnet Asset Management Inc11.4MShares$286 Million0.1% of portfolio