Precedent Wealth Partners, LLC Spdr Portfolio Aggregate Bond Transaction History
Precedent Wealth Partners, LLC
- $306 Billion
- Q4 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 84,738 shares of SPAB stock, worth $2.14 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
84,738
Previous 86,341
1.86%
Holding current value
$2.14 Million
Previous $2.26 Billion
6.17%
% of portfolio
0.69%
Previous 0.74%
Shares
5 transactions
Others Institutions Holding SPAB
# of Institutions
537Shares Held
271MCall Options Held
800Put Options Held
0-
Lpl Financial LLC Fort Mill, SC25.7MShares$647 Million0.27% of portfolio
-
Cwm, LLC16.3MShares$412 Million1.69% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC12.8MShares$323 Million6.21% of portfolio
-
Envestnet Asset Management Inc10.9MShares$276 Million0.09% of portfolio
-
State Street Corp Boston, MA10.2MShares$257 Million0.01% of portfolio