Values Added Financial LLC Spdr Portfolio Aggregate Bond Transaction History
Values Added Financial LLC
- $128 Billion
- Q1 2024
A detailed history of Values Added Financial LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Values Added Financial LLC holds 215,570 shares of SPAB stock, worth $5.4 Million. This represents 4.25% of its overall portfolio holdings.
Number of Shares
215,570
Previous 216,965
0.64%
Holding current value
$5.4 Million
Previous $5.56 Billion
2.04%
% of portfolio
4.25%
Previous 4.55%
Shares
4 transactions
Others Institutions Holding SPAB
# of Institutions
462Shares Held
237MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC22.8MShares$572 Million0.32% of portfolio
-
Cwm, LLC12.2MShares$306 Million1.5% of portfolio
-
Envestnet Asset Management Inc10.2MShares$255 Million0.1% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC9.95MShares$250 Million5.73% of portfolio
-
Cerity Partners LLC New York, NY8.58MShares$215 Million0.58% of portfolio