Strategic Financial Planning, Inc. Spdr Portfolio Aggregate Bond Transaction History
Strategic Financial Planning, Inc.
- $151 Million
- Q3 2024
A detailed history of Strategic Financial Planning, Inc. transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Strategic Financial Planning, Inc. holds 10,817 shares of SPAB stock, worth $270,533. This represents 0.19% of its overall portfolio holdings.
Number of Shares
10,817
Previous 10,743
0.69%
Holding current value
$270,533
Previous $269,000
4.83%
% of portfolio
0.19%
Previous 0.19%
Shares
5 transactions
Others Institutions Holding SPAB
# of Institutions
494Shares Held
262MCall Options Held
800Put Options Held
0-
Lpl Financial LLC Fort Mill, SC26.2MShares$656 Million0.31% of portfolio
-
Cwm, LLC15.1MShares$377 Million1.69% of portfolio
-
State Street Corp Boston, MA12.9MShares$323 Million0.01% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC11.9MShares$298 Million7.2% of portfolio
-
Envestnet Asset Management Inc11.5MShares$288 Million0.1% of portfolio