Keystone Wealth Services, LLC Spdr Portfolio Aggregate Bond Transaction History
Keystone Wealth Services, LLC
- $351 Million
- Q4 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 61,072 shares of SPAB stock, worth $1.54 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
61,072
Previous 65,467
6.71%
Holding current value
$1.54 Million
Previous $1.71 Million
10.81%
% of portfolio
0.44%
Previous 0.51%
Shares
9 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