Vision Point Advisory Group, LLC Spdr Portfolio Aggregate Bond Transaction History
Vision Point Advisory Group, LLC
- $432 Million
- Q2 2025
A detailed history of Vision Point Advisory Group, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Vision Point Advisory Group, LLC holds 345,144 shares of SPAB stock, worth $8.8 Million. This represents 2.04% of its overall portfolio holdings.
Number of Shares
345,144
Previous 329,887
4.62%
Holding current value
$8.8 Million
Previous $8.43 Million
4.87%
% of portfolio
2.04%
Previous 3.18%
Shares
21 transactions
Others Institutions Holding SPAB
# of Institutions
565Shares Held
275MCall Options Held
0Put Options Held
300-
Lpl Financial LLC Fort Mill, SC23MShares$588 Million0.24% of portfolio
-
Cwm, LLC17.1MShares$436 Million1.54% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC12.6MShares$322 Million5.44% of portfolio
-
State Street Corp Boston, MA11.6MShares$296 Million0.01% of portfolio
-
Envestnet Asset Management Inc11.4MShares$290 Million0.1% of portfolio