Valley Financial Management, Inc. Spdr Portfolio Aggregate Bond Transaction History
Valley Financial Management, Inc.
- $193 Billion
- Q2 2023
A detailed history of Valley Financial Management, Inc. transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Valley Financial Management, Inc. holds 11,617 shares of SPAB stock, worth $302,855. This represents 0.15% of its overall portfolio holdings.
Number of Shares
11,617
Previous 11,617
-0.0%
Holding current value
$302,855
Previous $300 Million
1.63%
% of portfolio
0.15%
Previous 0.19%
Shares
2 transactions
Others Institutions Holding SPAB
# of Institutions
544Shares Held
292MCall Options Held
0Put Options Held
0-
State Street Corp Boston, MA23.6MShares$616 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.2MShares$578 Million0.2% of portfolio
-
Cwm, LLC17MShares$443 Million1.32% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC14.2MShares$369 Million5.8% of portfolio
-
Envestnet Asset Management Inc11.1MShares$289 Million0.09% of portfolio