Strategic Financial Planning, Inc. Spdr Portfolio Aggregate Bond Transaction History
Strategic Financial Planning, Inc.
- $139 Million
- Q2 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 10,743 shares of SPAB stock, worth $280,177. This represents 0.19% of its overall portfolio holdings.
Number of Shares
10,743
Previous 10,734
0.08%
Holding current value
$280,177
Previous $271,000
0.74%
% of portfolio
0.19%
Previous 0.2%
Shares
4 transactions
Others Institutions Holding SPAB
# of Institutions
480Shares Held
235MCall Options Held
300Put Options Held
0-
Lpl Financial LLC Fort Mill, SC22.8MShares$596 Million0.29% of portfolio
-
Cwm, LLC14MShares$365 Million1.66% of portfolio
-
Envestnet Asset Management Inc10.9MShares$283 Million0.1% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC10.8MShares$282 Million5.81% of portfolio
-
Cerity Partners LLC New York, NY8.9MShares$232 Million0.59% of portfolio