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 $1,540. This represents 0.0% of its overall portfolio holdings.
Number of Shares
61
Previous 61
-0.0%
Holding current value
$1,540
Previous $2,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding SPAB
# of Institutions
492Shares Held
260MCall Options Held
800Put Options Held
0-
Lpl Financial LLC Fort Mill, SC26.2MShares$662 Million0.31% of portfolio
-
Cwm, LLC15.1MShares$380 Million1.69% of portfolio
-
State Street Corp Boston, MA12.9MShares$326 Million0.01% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC11.9MShares$301 Million7.2% of portfolio
-
Envestnet Asset Management Inc11.5MShares$291 Million0.1% of portfolio