Tempus Wealth Planning, LLC Spdr Portfolio Aggregate Bond Transaction History
Tempus Wealth Planning, LLC
- $205 Million
- Q1 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 126,206 shares of SPAB stock, worth $3.17 Million. This represents 1.55% of its overall portfolio holdings.
Number of Shares
126,206
Previous 211,709
40.39%
Holding current value
$3.17 Million
Previous $5.43 Million
41.23%
% of portfolio
1.55%
Previous 2.42%
Shares
18 transactions
Others Institutions Holding SPAB
# of Institutions
462Shares Held
237MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC22.8MShares$572 Million0.32% of portfolio
-
Cwm, LLC12.2MShares$306 Million1.5% of portfolio
-
Envestnet Asset Management Inc10.2MShares$255 Million0.1% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC9.95MShares$250 Million5.73% of portfolio
-
Cerity Partners LLC New York, NY8.58MShares$215 Million0.58% of portfolio