Levy Wealth Management Group, LLC Spdr Portfolio Aggregate Bond Transaction History
Levy Wealth Management Group, LLC
- $390 Million
- Q2 2024
A detailed history of Levy Wealth Management Group, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Levy Wealth Management Group, LLC holds 628,721 shares of SPAB stock, worth $16.5 Million. This represents 4.05% of its overall portfolio holdings.
Number of Shares
628,721
Previous 566,685
10.95%
Holding current value
$16.5 Million
Previous $14.3 Million
10.12%
% of portfolio
4.05%
Previous 3.81%
Shares
8 transactions
Others Institutions Holding SPAB
# of Institutions
479Shares Held
235MCall Options Held
300Put Options Held
0-
Lpl Financial LLC Fort Mill, SC22.8MShares$599 Million0.29% of portfolio
-
Cwm, LLC14MShares$367 Million1.66% of portfolio
-
Envestnet Asset Management Inc10.9MShares$285 Million0.1% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC10.8MShares$283 Million5.81% of portfolio
-
Cerity Partners LLC New York, NY8.9MShares$233 Million0.59% of portfolio