Moneta Group Investment Advisors LLC Spdr Portfolio Aggregate Bond Transaction History
Moneta Group Investment Advisors LLC
- $5.03 Billion
- Q4 2023
A detailed history of Moneta Group Investment Advisors LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 620,215 shares of SPAB stock, worth $15.6 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
620,215
Previous 632,092
1.88%
Holding current value
$15.6 Million
Previous $15.4 Million
3.36%
% of portfolio
0.32%
Previous 0.35%
Shares
27 transactions
Others Institutions Holding SPAB
# of Institutions
462Shares Held
237MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC22.8MShares$575 Million0.32% of portfolio
-
Cwm, LLC12.2MShares$307 Million1.5% of portfolio
-
Envestnet Asset Management Inc10.2MShares$256 Million0.1% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC9.95MShares$251 Million5.73% of portfolio
-
Cerity Partners LLC New York, NY8.58MShares$216 Million0.58% of portfolio