Tobias Financial Advisors, Inc. Spdr Portfolio Aggregate Bond Transaction History
Tobias Financial Advisors, Inc.
- $431 Million
- Q1 2024
A detailed history of Tobias Financial Advisors, Inc. transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Tobias Financial Advisors, Inc. holds 2,951,154 shares of SPAB stock, worth $73.6 Million. This represents 17.3% of its overall portfolio holdings.
Number of Shares
2,951,154
Previous 2,785,187
5.96%
Holding current value
$73.6 Million
Previous $71.4 Million
4.47%
% of portfolio
17.3%
Previous 17.74%
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$568 Million0.32% of portfolio
-
Cwm, LLC12.2MShares$304 Million1.5% of portfolio
-
Envestnet Asset Management Inc10.2MShares$253 Million0.1% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC9.95MShares$248 Million5.73% of portfolio
-
Cerity Partners LLC New York, NY8.58MShares$214 Million0.58% of portfolio