Wealthsource Partners, LLC Spdr Portfolio Aggregate Bond Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
A detailed history of Wealthsource Partners, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Wealthsource Partners, LLC holds 4,068,854 shares of SPAB stock, worth $103 Million. This represents 6.87% of its overall portfolio holdings.
Number of Shares
4,068,854
Previous 4,052,230
0.41%
Holding current value
$103 Million
Previous $98.6 Million
5.77%
% of portfolio
6.87%
Previous 6.8%
Shares
18 transactions
Others Institutions Holding SPAB
# of Institutions
561Shares Held
269MCall Options Held
0Put Options Held
300-
Lpl Financial LLC Fort Mill, SC23MShares$583 Million0.24% of portfolio
-
Cwm, LLC16MShares$404 Million1.63% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC11.7MShares$297 Million5.59% of portfolio
-
State Street Corp Boston, MA11.6MShares$293 Million0.01% of portfolio
-
Envestnet Asset Management Inc11.4MShares$288 Million0.1% of portfolio