Wealth Enhancement & Preservation Of Ga, LLC Spdr Portfolio Aggregate Bond Transaction History
Wealth Enhancement & Preservation Of Ga, LLC
- $104 Million
- Q2 2023
Shares
2 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
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Cwm, LLC14MShares$365 Million1.66% of portfolio
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Envestnet Asset Management Inc10.9MShares$283 Million0.1% of portfolio
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Cliftonlarsonallen Wealth Advisors, LLC10.8MShares$282 Million5.81% of portfolio
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Cerity Partners LLC New York, NY8.9MShares$232 Million0.59% of portfolio