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 $293,329. This represents 0.15% of its overall portfolio holdings.
Number of Shares
11,617
Previous 11,617
-0.0%
Holding current value
$293,329
Previous $300 Million
1.63%
% of portfolio
0.15%
Previous 0.19%
Shares
2 transactions
Others Institutions Holding SPAB
# of Institutions
493Shares Held
261MCall Options Held
800Put Options Held
0-
Lpl Financial LLC Fort Mill, SC26.2MShares$662 Million0.31% of portfolio
-
Cwm, LLC15.1MShares$380 Million1.69% of portfolio
-
State Street Corp Boston, MA12.9MShares$326 Million0.01% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC11.9MShares$301 Million7.2% of portfolio
-
Envestnet Asset Management Inc11.5MShares$291 Million0.1% of portfolio