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 $88.5 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
$88.5 Million
Previous $79.7 Million
9.07%
% of portfolio
9.21%
Previous 10.2%
Shares
25 transactions
Others Institutions Holding SPAB
# of Institutions
565Shares Held
270MCall Options Held
0Put Options Held
300-
Lpl Financial LLC Fort Mill, SC23MShares$586 Million0.24% of portfolio
-
Cwm, LLC16MShares$406 Million1.63% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC11.7MShares$299 Million5.59% of portfolio
-
State Street Corp Boston, MA11.6MShares$295 Million0.01% of portfolio
-
Envestnet Asset Management Inc11.4MShares$289 Million0.1% of portfolio