Lake Point Wealth Management Spdr Portfolio Aggregate Bond Transaction History
Lake Point Wealth Management
- $176 Million
- Q2 2022
A detailed history of Lake Point Wealth Management transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Lake Point Wealth Management holds 61 shares of SPAB stock, worth $1,573. This represents 0.0% of its overall portfolio holdings.
Number of Shares
61
Previous 61
-0.0%
Holding current value
$1,573
Previous $2,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding SPAB
# of Institutions
545Shares Held
280MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC22MShares$567 Million0.18% of portfolio
-
Cwm, LLC17MShares$438 Million1.32% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC14.2MShares$365 Million5.8% of portfolio
-
Cerity Partners LLC New York, NY11.1MShares$286 Million0.47% of portfolio
-
Envestnet Asset Management Inc10.4MShares$269 Million0.08% of portfolio