Tolleson Wealth Management, Inc. Spdr Portfolio Aggregate Bond Transaction History
Tolleson Wealth Management, Inc.
- $525 Million
- Q3 2024
A detailed history of Tolleson Wealth Management, Inc. transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Tolleson Wealth Management, Inc. holds 10,180 shares of SPAB stock, worth $254,194. This represents 0.05% of its overall portfolio holdings.
Number of Shares
10,180
Previous 10,180
-0.0%
Holding current value
$254,194
Previous $255,000
4.31%
% of portfolio
0.05%
Previous 0.05%
Shares
5 transactions
Others Institutions Holding SPAB
# of Institutions
494Shares Held
262MCall Options Held
800Put Options Held
0-
Lpl Financial LLC Fort Mill, SC26.2MShares$655 Million0.31% of portfolio
-
Cwm, LLC15.1MShares$376 Million1.69% of portfolio
-
State Street Corp Boston, MA12.9MShares$322 Million0.01% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC11.9MShares$298 Million7.2% of portfolio
-
Envestnet Asset Management Inc11.5MShares$288 Million0.1% of portfolio