Willow Creek Wealth Management Inc. Spdr Portfolio Aggregate Bond Transaction History
Willow Creek Wealth Management Inc.
- $782 Million
- Q4 2023
A detailed history of Willow Creek Wealth Management Inc. transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 3,109,703 shares of SPAB stock, worth $81.5 Million. This represents 10.2% of its overall portfolio holdings.
Number of Shares
3,109,703
Previous 3,135,494
0.82%
Holding current value
$81.5 Million
Previous $76.3 Million
4.47%
% of portfolio
10.2%
Previous 11.5%
Shares
24 transactions
Others Institutions Holding SPAB
# of Institutions
480Shares Held
235MCall Options Held
300Put Options Held
0-
Lpl Financial LLC Fort Mill, SC22.8MShares$599 Million0.29% of portfolio
-
Cwm, LLC14MShares$367 Million1.66% of portfolio
-
Envestnet Asset Management Inc10.9MShares$285 Million0.1% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC10.8MShares$283 Million5.81% of portfolio
-
Cerity Partners LLC New York, NY8.9MShares$233 Million0.59% of portfolio