Worth Financial Advisory Group, LLC Spdr Portfolio Aggregate Bond Transaction History
Worth Financial Advisory Group, LLC
- $152 Billion
- Q2 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 14,408 shares of SPAB stock, worth $375,904. This represents 0.24% of its overall portfolio holdings.
Number of Shares
14,408
Previous 15,366
6.23%
Holding current value
$375,904
Previous $388 Million
6.94%
% of portfolio
0.24%
Previous 0.27%
Shares
7 transactions
Others Institutions Holding SPAB
# of Institutions
479Shares Held
235MCall Options Held
300Put Options Held
0-
Lpl Financial LLC Fort Mill, SC22.8MShares$596 Million0.29% of portfolio
-
Cwm, LLC14MShares$366 Million1.66% of portfolio
-
Envestnet Asset Management Inc10.9MShares$283 Million0.1% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC10.8MShares$282 Million5.81% of portfolio
-
Cerity Partners LLC New York, NY8.9MShares$232 Million0.59% of portfolio