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 $197,335. This represents 0.25% of its overall portfolio holdings.
Number of Shares
7,806
Previous 8,730
10.58%
Holding current value
$197,335
Previous $243,000
15.23%
% of portfolio
0.25%
Previous 0.25%
Shares
3 transactions
Others Institutions Holding SPAB
# of Institutions
468Shares Held
241MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC22.8MShares$576 Million0.32% of portfolio
-
Cwm, LLC14MShares$354 Million1.66% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC10.8MShares$273 Million5.81% of portfolio
-
Envestnet Asset Management Inc10.2MShares$257 Million0.1% of portfolio
-
Cerity Partners LLC New York, NY8.58MShares$217 Million0.58% of portfolio