Jfs Wealth Advisors, LLC Spdr Portfolio Aggregate Bond Transaction History
Jfs Wealth Advisors, LLC
- $1.26 Billion
- Q1 2024
A detailed history of Jfs Wealth Advisors, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 2,606 shares of SPAB stock, worth $65,384. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,606
Previous 2,590
0.62%
Holding current value
$65,384
Previous $66,000
1.52%
% of portfolio
0.01%
Previous 0.01%
Shares
16 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