Org Wealth Partners, LLC Spdr Portfolio Aggregate Bond Transaction History
Org Wealth Partners, LLC
- $139 Million
- Q4 2024
A detailed history of Org Wealth Partners, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Org Wealth Partners, LLC holds 656 shares of SPAB stock, worth $16,413. This represents 0.01% of its overall portfolio holdings.
Number of Shares
656
Previous 832
21.15%
Holding current value
$16,413
Previous $21.7 Million
99.93%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SPAB
# of Institutions
495Shares Held
263MCall Options Held
800Put Options Held
0-
Lpl Financial LLC Fort Mill, SC26.2MShares$656 Million0.31% of portfolio
-
Cwm, LLC15.1MShares$377 Million1.69% of portfolio
-
State Street Corp Boston, MA12.9MShares$323 Million0.01% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC12.8MShares$321 Million6.21% of portfolio
-
Envestnet Asset Management Inc11.5MShares$288 Million0.1% of portfolio