Sax Wealth Advisors, LLC Spdr Portfolio Aggregate Bond Transaction History
Sax Wealth Advisors, LLC
- $1.11 Billion
- Q3 2024
A detailed history of Sax Wealth Advisors, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 12,840 shares of SPAB stock, worth $327,548. This represents 0.03% of its overall portfolio holdings.
Number of Shares
12,840
Previous 8,840
45.25%
Holding current value
$327,548
Previous $221,000
51.58%
% of portfolio
0.03%
Previous 0.02%
Shares
2 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