Vertex Planning Partners, LLC Spdr Portfolio Aggregate Bond Transaction History
Vertex Planning Partners, LLC
- $385 Billion
- Q2 2024
A detailed history of Vertex Planning Partners, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 386,118 shares of SPAB stock, worth $10.1 Million. This represents 2.51% of its overall portfolio holdings.
Number of Shares
386,118
Previous 235,329
64.08%
Holding current value
$10.1 Million
Previous $5.95 Billion
62.84%
% of portfolio
2.51%
Previous 1.65%
Shares
7 transactions
Others Institutions Holding SPAB
# of Institutions
480Shares Held
235MCall Options Held
300Put Options Held
0-
Lpl Financial LLC Fort Mill, SC22.8MShares$599 Million0.29% of portfolio
-
Cwm, LLC14MShares$367 Million1.66% of portfolio
-
Envestnet Asset Management Inc10.9MShares$285 Million0.1% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC10.8MShares$283 Million5.81% of portfolio
-
Cerity Partners LLC New York, NY8.9MShares$233 Million0.59% of portfolio