Lehman & Derafelo Financial Resources LLC Spdr Portfolio Aggregate Bond Transaction History
Lehman & Derafelo Financial Resources LLC
- $337 Million
- Q4 2022
Shares
2 transactions
Others Institutions Holding SPAB
# of Institutions
555Shares Held
285MCall Options Held
0Put Options Held
0-
State Street Corp Boston, MA23.6MShares$611 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.2MShares$573 Million0.2% of portfolio
-
Cwm, LLC17.1MShares$442 Million1.54% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC12.6MShares$326 Million5.44% of portfolio
-
Envestnet Asset Management Inc11.1MShares$287 Million0.09% of portfolio