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 $258,979. This represents 0.05% of its overall portfolio holdings.
Number of Shares
10,180
Previous 10,180
-0.0%
Holding current value
$258,979
Previous $255,000
4.31%
% of portfolio
0.05%
Previous 0.05%
Shares
5 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