Optimist Retirement Group LLC Spdr Portfolio Aggregate Bond Transaction History
Optimist Retirement Group LLC
- $190 Billion
- Q2 2024
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 8,419 shares of SPAB stock, worth $212,579. This represents 0.11% of its overall portfolio holdings.
Number of Shares
8,419
Previous 8,349
0.84%
Holding current value
$212,579
Previous $211 Million
0.08%
% of portfolio
0.11%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding SPAB
# of Institutions
492Shares Held
260MCall Options Held
800Put Options Held
0-
Lpl Financial LLC Fort Mill, SC26.2MShares$662 Million0.31% of portfolio
-
Cwm, LLC15.1MShares$380 Million1.69% of portfolio
-
State Street Corp Boston, MA12.9MShares$326 Million0.01% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC11.9MShares$301 Million7.2% of portfolio
-
Envestnet Asset Management Inc11.5MShares$291 Million0.1% of portfolio