Leading Edge Financial Planning LLC Spdr Portfolio Aggregate Bond Transaction History
Leading Edge Financial Planning LLC
- $226 Billion
- Q1 2024
A detailed history of Leading Edge Financial Planning LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Leading Edge Financial Planning LLC holds 1,142,469 shares of SPAB stock, worth $28.5 Million. This represents 12.79% of its overall portfolio holdings.
Number of Shares
1,142,469
Previous 899,715
26.98%
Holding current value
$28.5 Million
Previous $23.1 Billion
25.2%
% of portfolio
12.79%
Previous 11.97%
Shares
6 transactions
Others Institutions Holding SPAB
# of Institutions
462Shares Held
237MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC22.8MShares$568 Million0.32% of portfolio
-
Cwm, LLC12.2MShares$304 Million1.5% of portfolio
-
Envestnet Asset Management Inc10.2MShares$253 Million0.1% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC9.95MShares$248 Million5.73% of portfolio
-
Cerity Partners LLC New York, NY8.58MShares$214 Million0.58% of portfolio