Mount Yale Investment Advisors, LLC Spdr Portfolio Aggregate Bond Transaction History
Mount Yale Investment Advisors, LLC
- $1.38 Billion
- Q3 2025
A detailed history of Mount Yale Investment Advisors, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 704,237 shares of SPAB stock, worth $18.2 Million. This represents 1.32% of its overall portfolio holdings.
Number of Shares
704,237Holding current value
$18.2 Million% of portfolio
1.32%Shares
1 transactions
Others Institutions Holding SPAB
# of Institutions
549Shares Held
282MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC22MShares$567 Million0.18% of portfolio
-
Cwm, LLC17MShares$438 Million1.32% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC14.2MShares$365 Million5.8% of portfolio
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Cerity Partners LLC New York, NY11.1MShares$286 Million0.47% of portfolio
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Envestnet Asset Management Inc10.4MShares$269 Million0.08% of portfolio