Source Financial Advisors LLC Spdr Portfolio Aggregate Bond Transaction History
Source Financial Advisors LLC
- $325 Million
- Q2 2024
A detailed history of Source Financial Advisors LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Source Financial Advisors LLC holds 61,554 shares of SPAB stock, worth $1.59 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
61,554
Previous 63,726
3.41%
Holding current value
$1.59 Million
Previous $1.61 Million
4.1%
% of portfolio
0.48%
Previous 0.49%
Shares
15 transactions
Others Institutions Holding SPAB
# of Institutions
479Shares Held
235MCall Options Held
300Put Options Held
0-
Lpl Financial LLC Fort Mill, SC22.8MShares$589 Million0.29% of portfolio
-
Cwm, LLC14MShares$361 Million1.66% of portfolio
-
Envestnet Asset Management Inc10.9MShares$280 Million0.1% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC10.8MShares$279 Million5.81% of portfolio
-
Cerity Partners LLC New York, NY8.9MShares$230 Million0.59% of portfolio