Simplicity Wealth,Llc Spdr Portfolio Aggregate Bond Transaction History
Simplicity Wealth,Llc
- $1.2 Billion
- Q1 2025
A detailed history of Simplicity Wealth,Llc transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Simplicity Wealth,Llc holds 144,253 shares of SPAB stock, worth $3.68 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
144,253Holding current value
$3.68 Million% of portfolio
0.31%Shares
13 transactions
Others Institutions Holding SPAB
# of Institutions
545Shares Held
270MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC25.7MShares$655 Million0.27% of portfolio
-
Cwm, LLC16.3MShares$416 Million1.69% of portfolio
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Cliftonlarsonallen Wealth Advisors, LLC12.8MShares$327 Million6.21% of portfolio
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Envestnet Asset Management Inc10.9MShares$279 Million0.09% of portfolio
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State Street Corp Boston, MA10.2MShares$260 Million0.01% of portfolio