Investment Planning Advisors, Inc. Spdr Portfolio Aggregate Bond Transaction History
Investment Planning Advisors, Inc.
- $273 Million
- Q3 2025
A detailed history of Investment Planning Advisors, Inc. transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 11,792 shares of SPAB stock, worth $304,115. This represents 0.11% of its overall portfolio holdings.
Number of Shares
11,792
Previous 11,380
3.62%
Holding current value
$304,115
Previous $291,000
4.47%
% of portfolio
0.11%
Previous 0.14%
Shares
4 transactions
Others Institutions Holding SPAB
# of Institutions
549Shares Held
282MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC22MShares$567 Million0.18% of portfolio
-
Cwm, LLC17MShares$438 Million1.32% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC14.2MShares$365 Million5.8% of portfolio
-
Cerity Partners LLC New York, NY11.1MShares$286 Million0.47% of portfolio
-
Envestnet Asset Management Inc10.4MShares$269 Million0.08% of portfolio