Tolleson Wealth Management, Inc. Spdr Portfolio Aggregate Bond Transaction History
Tolleson Wealth Management, Inc.
- $488 Million
- Q4 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 $257,248. This represents 0.05% of its overall portfolio holdings.
Number of Shares
10,180
Previous 10,180
-0.0%
Holding current value
$257,248
Previous $266,000
4.51%
% of portfolio
0.05%
Previous 0.05%
Shares
5 transactions
Others Institutions Holding SPAB
# of Institutions
547Shares Held
268MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC25.7MShares$649 Million0.27% of portfolio
-
Cwm, LLC16.3MShares$413 Million1.69% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC11.7MShares$297 Million5.59% of portfolio
-
Envestnet Asset Management Inc10.9MShares$277 Million0.09% of portfolio
-
State Street Corp Boston, MA10.2MShares$257 Million0.01% of portfolio