Wr Wealth Planners, LLC Spdr Portfolio Aggregate Bond Transaction History
Wr Wealth Planners, LLC
- $347 Million
- Q3 2024
Shares
3 transactions
Others Institutions Holding SPAB
# of Institutions
487Shares Held
243MCall Options Held
300Put Options Held
0-
Lpl Financial LLC Fort Mill, SC22.8MShares$576 Million0.29% of portfolio
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Cwm, LLC15.1MShares$380 Million1.69% of portfolio
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Cliftonlarsonallen Wealth Advisors, LLC11.9MShares$301 Million7.2% of portfolio
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Envestnet Asset Management Inc11.5MShares$291 Million0.1% of portfolio
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Cerity Partners LLC New York, NY8.9MShares$225 Million0.59% of portfolio