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 $1.12 Million. This represents 1.2% of its overall portfolio holdings.
Number of Shares
44,199Holding current value
$1.12 Million% of portfolio
1.2%Shares
1 transactions
Others Institutions Holding SPAB
# of Institutions
544Shares Held
270MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC25.7MShares$653 Million0.27% of portfolio
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Cwm, LLC16.3MShares$415 Million1.69% of portfolio
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Cliftonlarsonallen Wealth Advisors, LLC11.7MShares$299 Million5.59% of portfolio
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Envestnet Asset Management Inc11.4MShares$289 Million0.1% of portfolio
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State Street Corp Boston, MA10.2MShares$259 Million0.01% of portfolio