Us Advisors Wealth Management, LLC Spdr Portfolio Aggregate Bond Transaction History
Us Advisors Wealth Management, LLC
- $308 Million
- Q4 2024
A detailed history of Us Advisors Wealth Management, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 95,500 shares of SPAB stock, worth $2.43 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
95,500
Previous 146,045
34.61%
Holding current value
$2.43 Million
Previous $3.83 Million
37.65%
% of portfolio
0.78%
Previous 1.34%
Shares
17 transactions
Others Institutions Holding SPAB
# of Institutions
540Shares Held
271MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC25.7MShares$653 Million0.27% of portfolio
-
Cwm, LLC16.3MShares$415 Million1.69% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC12.8MShares$326 Million6.21% of portfolio
-
Envestnet Asset Management Inc10.9MShares$278 Million0.09% of portfolio
-
State Street Corp Boston, MA10.2MShares$259 Million0.01% of portfolio