Vericrest Private Wealth Spdr Portfolio Aggregate Bond Transaction History
Vericrest Private Wealth
- $81.5 Million
- Q2 2022
A detailed history of Vericrest Private Wealth transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Vericrest Private Wealth holds 7,806 shares of SPAB stock, worth $194,915. This represents 0.25% of its overall portfolio holdings.
Number of Shares
7,806
Previous 8,730
10.58%
Holding current value
$194,915
Previous $243,000
15.23%
% of portfolio
0.25%
Previous 0.25%
Shares
3 transactions
Others Institutions Holding SPAB
# of Institutions
494Shares Held
262MCall Options Held
800Put Options Held
0-
Lpl Financial LLC Fort Mill, SC26.2MShares$655 Million0.31% of portfolio
-
Cwm, LLC15.1MShares$376 Million1.69% of portfolio
-
State Street Corp Boston, MA12.9MShares$322 Million0.01% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC11.9MShares$298 Million7.2% of portfolio
-
Envestnet Asset Management Inc11.5MShares$288 Million0.1% of portfolio