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 $199,755. This represents 0.25% of its overall portfolio holdings.
Number of Shares
7,806
Previous 8,730
10.58%
Holding current value
$199,755
Previous $243,000
15.23%
% of portfolio
0.25%
Previous 0.25%
Shares
3 transactions
Others Institutions Holding SPAB
# of Institutions
567Shares Held
276MCall Options Held
0Put Options Held
300-
Lpl Financial LLC Fort Mill, SC23MShares$590 Million0.24% of portfolio
-
Cwm, LLC17.1MShares$437 Million1.54% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC12.6MShares$323 Million5.44% of portfolio
-
State Street Corp Boston, MA11.6MShares$297 Million0.01% of portfolio
-
Envestnet Asset Management Inc11.1MShares$284 Million0.09% of portfolio