Marcum Wealth, LLC Spdr Portfolio Aggregate Bond Transaction History
Marcum Wealth, LLC
- $1.14 Billion
- Q4 2024
A detailed history of Marcum Wealth, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Marcum Wealth, LLC holds 38,273 shares of SPAB stock, worth $962,565. This represents 0.08% of its overall portfolio holdings.
Number of Shares
38,273
Previous 38,273
-0.0%
Holding current value
$962,565
Previous $1 Million
4.4%
% of portfolio
0.08%
Previous 0.09%
Shares
11 transactions
Others Institutions Holding SPAB
# of Institutions
505Shares Held
268MCall 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