Garrett Wealth Advisory Group, LLC Spdr Portfolio Aggregate Bond Transaction History
Garrett Wealth Advisory Group, LLC
- $439 Million
- Q4 2024
A detailed history of Garrett Wealth Advisory Group, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Garrett Wealth Advisory Group, LLC holds 19,530 shares of SPAB stock, worth $492,351. This represents 0.11% of its overall portfolio holdings.
Number of Shares
19,530
Previous 20,210
3.36%
Holding current value
$492,351
Previous $528,000
7.58%
% of portfolio
0.11%
Previous 0.13%
Shares
14 transactions
Others Institutions Holding SPAB
# of Institutions
537Shares Held
271MCall Options Held
800Put Options Held
0-
Lpl Financial LLC Fort Mill, SC25.7MShares$647 Million0.27% of portfolio
-
Cwm, LLC16.3MShares$412 Million1.69% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC12.8MShares$323 Million6.21% of portfolio
-
Envestnet Asset Management Inc10.9MShares$276 Million0.09% of portfolio
-
State Street Corp Boston, MA10.2MShares$257 Million0.01% of portfolio