Zhang Financial LLC Spdr Portfolio Aggregate Bond Transaction History
Zhang Financial LLC
- $1.57 Billion
- Q3 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 202,117 shares of SPAB stock, worth $5.05 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
202,117
Previous 173,218
16.68%
Holding current value
$5.05 Million
Previous $4.35 Million
21.56%
% of portfolio
0.34%
Previous 0.31%
Shares
6 transactions
Others Institutions Holding SPAB
# of Institutions
494Shares Held
262MCall Options Held
800Put Options Held
0-
Lpl Financial LLC Fort Mill, SC26.2MShares$655 Million0.31% of portfolio
-
Cwm, LLC15.1MShares$376 Million1.69% of portfolio
-
State Street Corp Boston, MA12.9MShares$323 Million0.01% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC11.9MShares$298 Million7.2% of portfolio
-
Envestnet Asset Management Inc11.5MShares$288 Million0.1% of portfolio