Optimist Retirement Group LLC Spdr Portfolio Aggregate Bond Transaction History
Optimist Retirement Group LLC
- $196 Million
- Q1 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 8,634 shares of SPAB stock, worth $219,562. This represents 0.11% of its overall portfolio holdings.
Number of Shares
8,634
Previous 8,585
0.57%
Holding current value
$219,562
Previous $215 Million
99.9%
% of portfolio
0.11%
Previous 0.1%
Shares
5 transactions
Others Institutions Holding SPAB
# of Institutions
564Shares Held
269MCall Options Held
0Put Options Held
300-
Lpl Financial LLC Fort Mill, SC23MShares$586 Million0.24% of portfolio
-
Cwm, LLC16MShares$406 Million1.63% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC11.7MShares$299 Million5.59% of portfolio
-
State Street Corp Boston, MA11.6MShares$295 Million0.01% of portfolio
-
Envestnet Asset Management Inc11.4MShares$289 Million0.1% of portfolio