Wcg Wealth Advisors LLC Spdr Portfolio Aggregate Bond Transaction History
Wcg Wealth Advisors LLC
- $1.48 Billion
- Q3 2024
A detailed history of Wcg Wealth Advisors LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 460,168 shares of SPAB stock, worth $11.6 Million. This represents 0.81% of its overall portfolio holdings.
Number of Shares
460,168
Previous 529,582
13.11%
Holding current value
$11.6 Million
Previous $13.3 Million
9.47%
% of portfolio
0.81%
Previous 0.98%
Shares
11 transactions
Others Institutions Holding SPAB
# of Institutions
537Shares Held
271MCall Options Held
800Put Options Held
0-
Lpl Financial LLC Fort Mill, SC25.7MShares$647 Million0.27% of portfolio
-
Cwm, LLC16.3MShares$412 Million1.69% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC12.8MShares$323 Million6.21% of portfolio
-
Envestnet Asset Management Inc10.9MShares$276 Million0.09% of portfolio
-
State Street Corp Boston, MA10.2MShares$257 Million0.01% of portfolio