Willow Creek Wealth Management Inc. Spdr Portfolio Aggregate Bond Transaction History
Willow Creek Wealth Management Inc.
- $945 Million
- Q4 2024
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 3,479,841 shares of SPAB stock, worth $87.7 Million. This represents 9.21% of its overall portfolio holdings.
Number of Shares
3,479,841
Previous 3,109,703
11.9%
Holding current value
$87.7 Million
Previous $79.7 Million
9.07%
% of portfolio
9.21%
Previous 10.2%
Shares
25 transactions
Others Institutions Holding SPAB
# of Institutions
537Shares Held
271MCall Options Held
800Put Options Held
0-
Lpl Financial LLC Fort Mill, SC25.7MShares$647 Million0.27% of portfolio
-
Cwm, LLC16.3MShares$412 Million1.69% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC12.8MShares$323 Million6.21% of portfolio
-
Envestnet Asset Management Inc10.9MShares$276 Million0.09% of portfolio
-
State Street Corp Boston, MA10.2MShares$257 Million0.01% of portfolio