Kingswood Wealth Advisors, LLC Spdr Portfolio Aggregate Bond Transaction History
Kingswood Wealth Advisors, LLC
- $1.11 Trillion
- Q2 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 11,540 shares of SPAB stock, worth $302,463. This represents 0.03% of its overall portfolio holdings.
Number of Shares
11,540
Previous 13,790
16.32%
Holding current value
$302,463
Previous $349 Million
16.95%
% of portfolio
0.03%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding SPAB
# of Institutions
480Shares Held
235MCall Options Held
300Put Options Held
0-
Lpl Financial LLC Fort Mill, SC22.8MShares$599 Million0.29% of portfolio
-
Cwm, LLC14MShares$367 Million1.66% of portfolio
-
Envestnet Asset Management Inc10.9MShares$285 Million0.1% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC10.8MShares$283 Million5.81% of portfolio
-
Cerity Partners LLC New York, NY8.9MShares$233 Million0.59% of portfolio