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
494Shares Held
262MCall Options Held
800Put Options Held
0-
Lpl Financial LLC Fort Mill, SC26.2MShares$656 Million0.31% of portfolio
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Cwm, LLC15.1MShares$377 Million1.69% of portfolio
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State Street Corp Boston, MA12.9MShares$323 Million0.01% of portfolio
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Cliftonlarsonallen Wealth Advisors, LLC11.9MShares$298 Million7.2% of portfolio
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Envestnet Asset Management Inc11.5MShares$288 Million0.1% of portfolio