Weitzel Financial Services, Inc. Spdr Portfolio Aggregate Bond Transaction History
Weitzel Financial Services, Inc.
- $214 Million
- Q3 2024
A detailed history of Weitzel Financial Services, Inc. transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Weitzel Financial Services, Inc. holds 519,986 shares of SPAB stock, worth $13.1 Million. This represents 6.35% of its overall portfolio holdings.
Number of Shares
519,986
Previous 508,498
2.26%
Holding current value
$13.1 Million
Previous $12.8 Million
6.54%
% of portfolio
6.35%
Previous 6.35%
Shares
16 transactions
Others Institutions Holding SPAB
# of Institutions
506Shares Held
270MCall Options Held
800Put Options Held
0-
Lpl Financial LLC Fort Mill, SC26.2MShares$660 Million0.31% of portfolio
-
Cwm, LLC16.3MShares$411 Million1.69% of portfolio
-
State Street Corp Boston, MA12.9MShares$325 Million0.01% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC12.8MShares$322 Million6.21% of portfolio
-
Envestnet Asset Management Inc11.5MShares$290 Million0.1% of portfolio