Vision Point Advisory Group, LLC Spdr Portfolio Aggregate Bond Transaction History
Vision Point Advisory Group, LLC
- $473 Million
- Q3 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 313,291 shares of SPAB stock, worth $8.17 Million. This represents 1.71% of its overall portfolio holdings.
Number of Shares
313,291
Previous 345,144
9.23%
Holding current value
$8.17 Million
Previous $8.84 Million
8.34%
% of portfolio
1.71%
Previous 2.04%
Shares
22 transactions
Others Institutions Holding SPAB
# of Institutions
544Shares Held
292MCall Options Held
0Put Options Held
0-
State Street Corp Boston, MA23.6MShares$616 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.2MShares$578 Million0.2% of portfolio
-
Cwm, LLC17MShares$443 Million1.32% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC14.2MShares$369 Million5.8% of portfolio
-
Envestnet Asset Management Inc11.1MShares$289 Million0.09% of portfolio