Rooted Wealth Advisors, Inc. Spdr Portfolio Aggregate Bond Transaction History
Rooted Wealth Advisors, Inc.
- $224 Million
- Q3 2024
A detailed history of Rooted Wealth Advisors, Inc. transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 41,692 shares of SPAB stock, worth $1.04 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
41,692
Previous 42,914
2.85%
Holding current value
$1.04 Million
Previous $1.09 Million
1.56%
% of portfolio
0.48%
Previous 0.48%
Shares
8 transactions
Others Institutions Holding SPAB
# of Institutions
494Shares Held
262MCall Options Held
800Put Options Held
0-
Lpl Financial LLC Fort Mill, SC26.2MShares$656 Million0.31% of portfolio
-
Cwm, LLC15.1MShares$377 Million1.69% of portfolio
-
State Street Corp Boston, MA12.9MShares$323 Million0.01% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC11.9MShares$298 Million7.2% of portfolio
-
Envestnet Asset Management Inc11.5MShares$288 Million0.1% of portfolio