Strategic Financial Planning, Inc. Spdr Portfolio Aggregate Bond Transaction History
Strategic Financial Planning, Inc.
- $147 Million
- Q4 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 10,931 shares of SPAB stock, worth $276,554. This represents 0.19% of its overall portfolio holdings.
Number of Shares
10,931
Previous 10,817
1.05%
Holding current value
$276,554
Previous $282,000
3.19%
% of portfolio
0.19%
Previous 0.19%
Shares
6 transactions
Others Institutions Holding SPAB
# of Institutions
537Shares Held
271MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC25.7MShares$650 Million0.27% of portfolio
-
Cwm, LLC16.3MShares$413 Million1.69% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC12.8MShares$324 Million6.21% of portfolio
-
Envestnet Asset Management Inc10.9MShares$277 Million0.09% of portfolio
-
State Street Corp Boston, MA10.2MShares$258 Million0.01% of portfolio