Stonehaven Wealth & Tax Solutions, LLC Spdr Portfolio Aggregate Bond Transaction History
Stonehaven Wealth & Tax Solutions, LLC
- $91.9 Billion
- Q4 2024
A detailed history of Stonehaven Wealth & Tax Solutions, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Stonehaven Wealth & Tax Solutions, LLC holds 44,199 shares of SPAB stock, worth $1.13 Million. This represents 1.2% of its overall portfolio holdings.
Number of Shares
44,199Holding current value
$1.13 Million% of portfolio
1.2%Shares
1 transactions
Others Institutions Holding SPAB
# of Institutions
542Shares Held
271MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC25.7MShares$655 Million0.27% of portfolio
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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