Partners In Financial Planning Spdr Portfolio Aggregate Bond Transaction History
Partners In Financial Planning
- $490 Billion
- Q4 2024
A detailed history of Partners In Financial Planning transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Partners In Financial Planning holds 93,263 shares of SPAB stock, worth $2.37 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
93,263Holding current value
$2.37 Million% of portfolio
0.48%Shares
8 transactions
Others Institutions Holding SPAB
# of Institutions
541Shares Held
271MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC25.7MShares$652 Million0.27% of portfolio
-
Cwm, LLC16.3MShares$414 Million1.69% of portfolio
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Cliftonlarsonallen Wealth Advisors, LLC12.8MShares$325 Million6.21% of portfolio
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Envestnet Asset Management Inc10.9MShares$278 Million0.09% of portfolio
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State Street Corp Boston, MA10.2MShares$258 Million0.01% of portfolio