Zhang Financial LLC Spdr Portfolio Aggregate Bond Transaction History
Zhang Financial LLC
- $1.42 Billion
- Q2 2024
A detailed history of Zhang Financial LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Zhang Financial LLC holds 173,218 shares of SPAB stock, worth $4.47 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
173,218
Previous 166,365
4.12%
Holding current value
$4.47 Million
Previous $4.21 Million
3.35%
% of portfolio
0.31%
Previous 0.31%
Shares
5 transactions
Others Institutions Holding SPAB
# of Institutions
480Shares Held
235MCall Options Held
300Put Options Held
0-
Lpl Financial LLC Fort Mill, SC22.8MShares$589 Million0.29% of portfolio
-
Cwm, LLC14MShares$361 Million1.66% of portfolio
-
Envestnet Asset Management Inc10.9MShares$280 Million0.1% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC10.8MShares$279 Million5.81% of portfolio
-
Cerity Partners LLC New York, NY8.9MShares$230 Million0.59% of portfolio