Wfa Of San Diego, LLC Spdr Portfolio Aggregate Bond Transaction History
Wfa Of San Diego, LLC
- $116 Million
- Q3 2024
A detailed history of Wfa Of San Diego, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Wfa Of San Diego, LLC holds 2,849 shares of SPAB stock, worth $71,994. This represents 0.06% of its overall portfolio holdings.
Number of Shares
2,849
Previous 2,885
1.25%
Holding current value
$71,994
Previous $72,000
2.78%
% of portfolio
0.06%
Previous 0.07%
Shares
13 transactions
Others Institutions Holding SPAB
# of Institutions
547Shares Held
268MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC25.7MShares$649 Million0.27% of portfolio
-
Cwm, LLC16.3MShares$413 Million1.69% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC11.7MShares$297 Million5.59% of portfolio
-
Envestnet Asset Management Inc10.9MShares$277 Million0.09% of portfolio
-
State Street Corp Boston, MA10.2MShares$257 Million0.01% of portfolio