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 $72,991. This represents 0.06% of its overall portfolio holdings.
Number of Shares
2,849
Previous 2,885
1.25%
Holding current value
$72,991
Previous $72,000
2.78%
% of portfolio
0.06%
Previous 0.07%
Shares
13 transactions
Others Institutions Holding SPAB
# of Institutions
539Shares Held
271MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC25.7MShares$658 Million0.27% of portfolio
-
Cwm, LLC16.3MShares$418 Million1.69% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC12.8MShares$328 Million6.21% of portfolio
-
Envestnet Asset Management Inc10.9MShares$280 Million0.09% of portfolio
-
State Street Corp Boston, MA10.2MShares$261 Million0.01% of portfolio