Keystone Wealth Services, LLC Spdr Portfolio Aggregate Bond Transaction History
Keystone Wealth Services, LLC
- $336 Million
- Q3 2024
A detailed history of Keystone Wealth Services, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 65,467 shares of SPAB stock, worth $1.65 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
65,467
Previous 65,976
0.77%
Holding current value
$1.65 Million
Previous $1.66 Million
3.38%
% of portfolio
0.51%
Previous 0.56%
Shares
8 transactions
Others Institutions Holding SPAB
# of Institutions
506Shares Held
270MCall Options Held
800Put Options Held
0-
Lpl Financial LLC Fort Mill, SC26.2MShares$660 Million0.31% of portfolio
-
Cwm, LLC16.3MShares$411 Million1.69% of portfolio
-
State Street Corp Boston, MA12.9MShares$325 Million0.01% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC12.8MShares$322 Million6.21% of portfolio
-
Envestnet Asset Management Inc11.5MShares$290 Million0.1% of portfolio