Fermata Advisors, LLC Spdr Portfolio Aggregate Bond Transaction History
Fermata Advisors, LLC
- $484 Million
- Q3 2024
A detailed history of Fermata Advisors, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Fermata Advisors, LLC holds 88,592 shares of SPAB stock, worth $2.24 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
88,592
Previous 88,721
0.15%
Holding current value
$2.24 Million
Previous $2.23 Million
4.0%
% of portfolio
0.48%
Previous 0.54%
Shares
3 transactions
Others Institutions Holding SPAB
# of Institutions
492Shares Held
260MCall Options Held
800Put Options Held
0-
Lpl Financial LLC Fort Mill, SC26.2MShares$662 Million0.31% of portfolio
-
Cwm, LLC15.1MShares$380 Million1.69% of portfolio
-
State Street Corp Boston, MA12.9MShares$326 Million0.01% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC11.9MShares$301 Million7.2% of portfolio
-
Envestnet Asset Management Inc11.5MShares$291 Million0.1% of portfolio