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 $1,590. This represents 0.0% of its overall portfolio holdings.
Number of Shares
61
Previous 61
-0.0%
Holding current value
$1,590
Previous $2,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding SPAB
# of Institutions
547Shares Held
293MCall Options Held
0Put Options Held
0-
State Street Corp Boston, MA23.6MShares$616 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.2MShares$578 Million0.2% of portfolio
-
Cwm, LLC17MShares$443 Million1.32% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC14.2MShares$369 Million5.8% of portfolio
-
Envestnet Asset Management Inc11.1MShares$289 Million0.09% of portfolio