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 $78.5 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
$78.5 Million
Previous $76.3 Million
4.47%
% of portfolio
10.2%
Previous 11.5%
Shares
24 transactions
Others Institutions Holding SPAB
# of Institutions
508Shares Held
269MCall Options Held
800Put Options Held
0-
Lpl Financial LLC Fort Mill, SC26.2MShares$662 Million0.31% of portfolio
-
Cwm, LLC16.3MShares$412 Million1.69% of portfolio
-
State Street Corp Boston, MA12.9MShares$326 Million0.01% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC12.8MShares$324 Million6.21% of portfolio
-
Envestnet Asset Management Inc11.5MShares$291 Million0.1% of portfolio