N.E.W. Advisory Services LLC Spdr Portfolio Aggregate Bond Transaction History
N.E.W. Advisory Services LLC
- $899 Million
- Q1 2024
A detailed history of N.E.W. Advisory Services LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, N.E.W. Advisory Services LLC holds 2,146,242 shares of SPAB stock, worth $53.8 Million. This represents 6.03% of its overall portfolio holdings.
Number of Shares
2,146,242
Previous 2,174,586
1.3%
Holding current value
$53.8 Million
Previous $55.8 Million
2.69%
% of portfolio
6.03%
Previous 6.78%
Shares
17 transactions
Others Institutions Holding SPAB
# of Institutions
462Shares Held
237MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC22.8MShares$572 Million0.32% of portfolio
-
Cwm, LLC12.2MShares$306 Million1.5% of portfolio
-
Envestnet Asset Management Inc10.2MShares$255 Million0.1% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC9.95MShares$250 Million5.73% of portfolio
-
Cerity Partners LLC New York, NY8.58MShares$215 Million0.58% of portfolio