Independent Wealth Network Inc. Spdr Portfolio Aggregate Bond Transaction History
Independent Wealth Network Inc.
- $205 Million
- Q1 2024
A detailed history of Independent Wealth Network Inc. transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Independent Wealth Network Inc. holds 154,892 shares of SPAB stock, worth $3.89 Million. This represents 1.91% of its overall portfolio holdings.
Number of Shares
154,892
Previous 106,792
45.04%
Holding current value
$3.89 Million
Previous $2.7 Million
45.05%
% of portfolio
1.91%
Previous 7.38%
Shares
12 transactions
Others Institutions Holding SPAB
# of Institutions
462Shares Held
237MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC22.8MShares$572 Million0.32% of portfolio
-
Cwm, LLC12.2MShares$306 Million1.5% of portfolio
-
Envestnet Asset Management Inc10.2MShares$255 Million0.1% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC9.95MShares$250 Million5.73% of portfolio
-
Cerity Partners LLC New York, NY8.58MShares$215 Million0.58% of portfolio