Valley Financial Management, Inc. Spdr Portfolio Aggregate Bond Transaction History
Valley Financial Management, Inc.
- $193 Billion
- Q2 2023
A detailed history of Valley Financial Management, Inc. transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Valley Financial Management, Inc. holds 11,617 shares of SPAB stock, worth $292,167. This represents 0.15% of its overall portfolio holdings.
Number of Shares
11,617
Previous 11,617
-0.0%
Holding current value
$292,167
Previous $300 Million
1.63%
% of portfolio
0.15%
Previous 0.19%
Shares
2 transactions
Others Institutions Holding SPAB
# of Institutions
537Shares Held
271MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC25.7MShares$646 Million0.27% of portfolio
-
Cwm, LLC16.3MShares$411 Million1.69% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC12.8MShares$322 Million6.21% of portfolio
-
Envestnet Asset Management Inc10.9MShares$275 Million0.09% of portfolio
-
State Street Corp Boston, MA10.2MShares$256 Million0.01% of portfolio