Peak Financial Advisors LLC Spdr Portfolio Aggregate Bond Transaction History
Peak Financial Advisors LLC
- $159 Million
- Q3 2024
A detailed history of Peak Financial Advisors LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Peak Financial Advisors LLC holds 8,128 shares of SPAB stock, worth $207,345. This represents 0.13% of its overall portfolio holdings.
Number of Shares
8,128
Previous 11,415
28.8%
Holding current value
$207,345
Previous $286,000
25.87%
% of portfolio
0.13%
Previous 0.21%
Shares
9 transactions
Others Institutions Holding SPAB
# of Institutions
482Shares Held
240MCall Options Held
300Put Options Held
0-
Lpl Financial LLC Fort Mill, SC22.8MShares$583 Million0.29% of portfolio
-
Cwm, LLC15.1MShares$384 Million1.69% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC11.9MShares$304 Million7.2% of portfolio
-
Envestnet Asset Management Inc10.9MShares$277 Million0.1% of portfolio
-
Cerity Partners LLC New York, NY8.9MShares$227 Million0.59% of portfolio