Precedent Wealth Partners, LLC Spdr Portfolio Aggregate Bond Transaction History
Precedent Wealth Partners, LLC
- $248 Billion
- Q2 2024
A detailed history of Precedent Wealth Partners, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 67,706 shares of SPAB stock, worth $1.77 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
67,706
Previous 51,004
32.75%
Holding current value
$1.77 Million
Previous $1.29 Billion
31.75%
% of portfolio
0.68%
Previous 0.55%
Shares
3 transactions
Others Institutions Holding SPAB
# of Institutions
480Shares Held
235MCall Options Held
300Put Options Held
0-
Lpl Financial LLC Fort Mill, SC22.8MShares$599 Million0.29% of portfolio
-
Cwm, LLC14MShares$367 Million1.66% of portfolio
-
Envestnet Asset Management Inc10.9MShares$285 Million0.1% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC10.8MShares$283 Million5.81% of portfolio
-
Cerity Partners LLC New York, NY8.9MShares$233 Million0.59% of portfolio