Worth Financial Advisory Group, LLC Spdr Portfolio Aggregate Bond Transaction History
Worth Financial Advisory Group, LLC
- $162 Billion
- Q4 2024
A detailed history of Worth Financial Advisory Group, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 28,116 shares of SPAB stock, worth $708,804. This represents 0.43% of its overall portfolio holdings.
Number of Shares
28,116
Previous 20,823
35.02%
Holding current value
$708,804
Previous $544 Million
29.08%
% of portfolio
0.43%
Previous 0.32%
Shares
9 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