Tempus Wealth Planning, LLC Spdr Portfolio Aggregate Bond Transaction History
Tempus Wealth Planning, LLC
- $255 Million
- Q3 2024
A detailed history of Tempus Wealth Planning, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 103,342 shares of SPAB stock, worth $2.63 Million. This represents 1.06% of its overall portfolio holdings.
Number of Shares
103,342
Previous 107,970
4.29%
Holding current value
$2.63 Million
Previous $2.71 Million
0.26%
% of portfolio
1.06%
Previous 1.2%
Shares
20 transactions
Others Institutions Holding SPAB
# of Institutions
493Shares Held
261MCall Options Held
800Put Options Held
0-
Lpl Financial LLC Fort Mill, SC26.2MShares$667 Million0.31% of portfolio
-
Cwm, LLC15.1MShares$383 Million1.69% of portfolio
-
State Street Corp Boston, MA12.9MShares$328 Million0.01% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC11.9MShares$304 Million7.2% of portfolio
-
Envestnet Asset Management Inc11.5MShares$293 Million0.1% of portfolio