Lifeworks Advisors, LLC Spdr Portfolio Aggregate Bond Transaction History
Lifeworks Advisors, LLC
- $539 Million
- Q4 2024
A detailed history of Lifeworks Advisors, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 229,888 shares of SPAB stock, worth $5.78 Million. This represents 1.07% of its overall portfolio holdings.
Number of Shares
229,888
Previous 249,579
7.89%
Holding current value
$5.78 Million
Previous $6.52 Million
11.94%
% of portfolio
1.07%
Previous 1.32%
Shares
13 transactions
Others Institutions Holding SPAB
# of Institutions
517Shares Held
272MCall Options Held
800Put Options Held
0-
Lpl Financial LLC Fort Mill, SC26.2MShares$660 Million0.31% of portfolio
-
Cwm, LLC16.3MShares$411 Million1.69% of portfolio
-
State Street Corp Boston, MA12.9MShares$325 Million0.01% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC12.8MShares$322 Million6.21% of portfolio
-
Envestnet Asset Management Inc11.5MShares$290 Million0.1% of portfolio