Flagship Private Wealth, LLC Spdr Portfolio Aggregate Bond Transaction History
Flagship Private Wealth, LLC
- $168 Million
- Q2 2024
A detailed history of Flagship Private Wealth, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Flagship Private Wealth, LLC holds 72,753 shares of SPAB stock, worth $1.9 Million. This represents 1.08% of its overall portfolio holdings.
Number of Shares
72,753
Previous 83,403
12.77%
Holding current value
$1.9 Million
Previous $2.11 Million
13.43%
% of portfolio
1.08%
Previous 1.37%
Shares
16 transactions
Others Institutions Holding SPAB
# of Institutions
479Shares Held
235MCall Options Held
300Put Options Held
0-
Lpl Financial LLC Fort Mill, SC22.8MShares$596 Million0.29% of portfolio
-
Cwm, LLC14MShares$366 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