Warren Averett Asset Management, LLC Spdr Portfolio Aggregate Bond Transaction History
Warren Averett Asset Management, LLC
- $5.05 Billion
- Q2 2024
A detailed history of Warren Averett Asset Management, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 1,567,905 shares of SPAB stock, worth $40.9 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
1,567,905
Previous 1,489,722
5.25%
Holding current value
$40.9 Million
Previous $37.7 Million
4.46%
% of portfolio
0.78%
Previous 0.89%
Shares
28 transactions
Others Institutions Holding SPAB
# of Institutions
480Shares Held
235MCall Options Held
300Put Options Held
0-
Lpl Financial LLC Fort Mill, SC22.8MShares$596 Million0.29% of portfolio
-
Cwm, LLC14MShares$365 Million1.66% of portfolio
-
Envestnet Asset Management Inc10.9MShares$283 Million0.1% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC10.8MShares$282 Million5.81% of portfolio
-
Cerity Partners LLC New York, NY8.9MShares$232 Million0.59% of portfolio