Optimist Retirement Group LLC Spdr Portfolio Aggregate Bond Transaction History
Optimist Retirement Group LLC
- $204 Million
- Q2 2025
A detailed history of Optimist Retirement Group LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Optimist Retirement Group LLC holds 8,710 shares of SPAB stock, worth $225,850. This represents 0.11% of its overall portfolio holdings.
Number of Shares
8,710
Previous 8,634
0.88%
Holding current value
$225,850
Previous $220,000
0.91%
% of portfolio
0.11%
Previous 0.11%
Shares
6 transactions
Others Institutions Holding SPAB
# of Institutions
555Shares Held
285MCall Options Held
0Put Options Held
0-
State Street Corp Boston, MA23.6MShares$613 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.2MShares$575 Million0.2% of portfolio
-
Cwm, LLC17.1MShares$443 Million1.54% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC12.6MShares$328 Million5.44% of portfolio
-
Envestnet Asset Management Inc11.1MShares$288 Million0.09% of portfolio