Optimist Retirement Group LLC Spdr Portfolio Aggregate Bond Transaction History
Optimist Retirement Group LLC
- $211 Billion
- Q4 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 8,585 shares of SPAB stock, worth $218,831. This represents 0.1% of its overall portfolio holdings.
Number of Shares
8,585
Previous 8,489
1.13%
Holding current value
$218,831
Previous $222 Million
3.32%
% of portfolio
0.1%
Previous 0.1%
Shares
4 transactions
Others Institutions Holding SPAB
# of Institutions
540Shares Held
271MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC25.7MShares$655 Million0.27% of portfolio
-
Cwm, LLC16.3MShares$416 Million1.69% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC12.8MShares$327 Million6.21% of portfolio
-
Envestnet Asset Management Inc10.9MShares$279 Million0.09% of portfolio
-
State Street Corp Boston, MA10.2MShares$260 Million0.01% of portfolio