New Square Capital LLC Spdr Portfolio Aggregate Bond Transaction History
New Square Capital LLC
- $1.11 Billion
- Q1 2024
Shares
12 transactions
Others Institutions Holding SPAB
# of Institutions
462Shares Held
237MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC22.8MShares$568 Million0.32% of portfolio
-
Cwm, LLC12.2MShares$304 Million1.5% of portfolio
-
Envestnet Asset Management Inc10.2MShares$253 Million0.1% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC9.95MShares$248 Million5.73% of portfolio
-
Cerity Partners LLC New York, NY8.58MShares$214 Million0.58% of portfolio