Pinnacle Family Advisors, LLC Spdr Portfolio Aggregate Bond Transaction History
Pinnacle Family Advisors, LLC
- $183 Million
- Q4 2024
A detailed history of Pinnacle Family Advisors, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Pinnacle Family Advisors, LLC holds 82,251 shares of SPAB stock, worth $2.09 Million. This represents 1.12% of its overall portfolio holdings.
Number of Shares
82,251
Previous 68,144
20.7%
Holding current value
$2.09 Million
Previous $1.78 Million
15.38%
% of portfolio
1.12%
Previous 1.04%
Shares
17 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$415 Million1.69% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC12.8MShares$326 Million6.21% of portfolio
-
Envestnet Asset Management Inc10.9MShares$278 Million0.09% of portfolio
-
State Street Corp Boston, MA10.2MShares$259 Million0.01% of portfolio