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 $216,685. This represents 0.1% of its overall portfolio holdings.
Number of Shares
8,585
Previous 8,489
1.13%
Holding current value
$216,685
Previous $222 Million
3.32%
% of portfolio
0.1%
Previous 0.1%
Shares
4 transactions
Others Institutions Holding SPAB
# of Institutions
513Shares Held
271MCall Options Held
800Put Options Held
0-
Lpl Financial LLC Fort Mill, SC26.2MShares$662 Million0.31% of portfolio
-
Cwm, LLC16.3MShares$412 Million1.69% of portfolio
-
State Street Corp Boston, MA12.9MShares$326 Million0.01% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC12.8MShares$324 Million6.21% of portfolio
-
Envestnet Asset Management Inc11.5MShares$291 Million0.1% of portfolio