Kingswood Wealth Advisors, LLC Spdr Portfolio Aggregate Bond Transaction History
Kingswood Wealth Advisors, LLC
- $1.4 Trillion
- Q3 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 12,648 shares of SPAB stock, worth $316,326. This represents 0.02% of its overall portfolio holdings.
Number of Shares
12,648
Previous 11,540
9.6%
Holding current value
$316,326
Previous $290 Million
14.18%
% of portfolio
0.02%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding SPAB
# of Institutions
494Shares Held
262MCall Options Held
800Put Options Held
0-
Lpl Financial LLC Fort Mill, SC26.2MShares$656 Million0.31% of portfolio
-
Cwm, LLC15.1MShares$377 Million1.69% of portfolio
-
State Street Corp Boston, MA12.9MShares$323 Million0.01% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC11.9MShares$298 Million7.2% of portfolio
-
Envestnet Asset Management Inc11.5MShares$288 Million0.1% of portfolio