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 $716,676. This represents 0.43% of its overall portfolio holdings.
Number of Shares
28,116
Previous 20,823
35.02%
Holding current value
$716,676
Previous $544 Million
29.08%
% of portfolio
0.43%
Previous 0.32%
Shares
9 transactions
Others Institutions Holding SPAB
# of Institutions
540Shares Held
271MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC25.7MShares$655 Million0.27% of portfolio
-
Cwm, LLC16.3MShares$416 Million1.69% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC12.8MShares$327 Million6.21% of portfolio
-
Envestnet Asset Management Inc10.9MShares$279 Million0.09% of portfolio
-
State Street Corp Boston, MA10.2MShares$260 Million0.01% of portfolio