Wealth Management Solutions, LLC Spdr Portfolio Aggregate Bond Transaction History
Wealth Management Solutions, LLC
- $145 Million
- Q3 2023
A detailed history of Wealth Management Solutions, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Wealth Management Solutions, LLC holds 95,067 shares of SPAB stock, worth $2.43 Million. This represents 1.6% of its overall portfolio holdings.
Number of Shares
95,067
Previous 97,054
2.05%
Holding current value
$2.43 Million
Previous $2.46 Million
6.05%
% of portfolio
1.6%
Previous 1.62%
Shares
8 transactions
Others Institutions Holding SPAB
# of Institutions
482Shares Held
240MCall Options Held
300Put Options Held
0-
Lpl Financial LLC Fort Mill, SC22.8MShares$583 Million0.29% of portfolio
-
Cwm, LLC15.1MShares$384 Million1.69% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC11.9MShares$304 Million7.2% of portfolio
-
Envestnet Asset Management Inc10.9MShares$277 Million0.1% of portfolio
-
Cerity Partners LLC New York, NY8.9MShares$227 Million0.59% of portfolio