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 $293,793. This represents 0.15% of its overall portfolio holdings.
Number of Shares
11,617
Previous 11,617
-0.0%
Holding current value
$293,793
Previous $300 Million
1.63%
% of portfolio
0.15%
Previous 0.19%
Shares
2 transactions
Others Institutions Holding SPAB
# of Institutions
561Shares Held
269MCall Options Held
0Put Options Held
300-
Lpl Financial LLC Fort Mill, SC23MShares$583 Million0.24% of portfolio
-
Cwm, LLC16MShares$404 Million1.63% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC11.7MShares$297 Million5.59% of portfolio
-
State Street Corp Boston, MA11.6MShares$293 Million0.01% of portfolio
-
Envestnet Asset Management Inc11.4MShares$288 Million0.1% of portfolio