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 $8.08 Million. This represents 1.71% of its overall portfolio holdings.
Number of Shares
313,291
Previous 345,144
9.23%
Holding current value
$8.08 Million
Previous $8.84 Million
8.34%
% of portfolio
1.71%
Previous 2.04%
Shares
22 transactions
Others Institutions Holding SPAB
# of Institutions
547Shares Held
282MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC22MShares$567 Million0.18% of portfolio
-
Cwm, LLC17MShares$438 Million1.32% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC14.2MShares$365 Million5.8% of portfolio
-
Cerity Partners LLC New York, NY11.1MShares$286 Million0.47% of portfolio
-
Envestnet Asset Management Inc10.4MShares$269 Million0.08% of portfolio