Financial Strategies Group, Inc. Spdr Portfolio Aggregate Bond Transaction History
Financial Strategies Group, Inc.
- $374 Million
- Q1 2024
A detailed history of Financial Strategies Group, Inc. transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Financial Strategies Group, Inc. holds 921,093 shares of SPAB stock, worth $23 Million. This represents 6.23% of its overall portfolio holdings.
Number of Shares
921,093
Previous 648,783
41.97%
Holding current value
$23 Million
Previous $16.6 Million
39.98%
% of portfolio
6.23%
Previous 4.76%
Shares
18 transactions
Others Institutions Holding SPAB
# of Institutions
462Shares Held
237MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC22.8MShares$568 Million0.32% of portfolio
-
Cwm, LLC12.2MShares$304 Million1.5% of portfolio
-
Envestnet Asset Management Inc10.2MShares$253 Million0.1% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC9.95MShares$248 Million5.73% of portfolio
-
Cerity Partners LLC New York, NY8.58MShares$214 Million0.58% of portfolio