Precedent Wealth Partners, LLC Spdr Portfolio Aggregate Bond Transaction History
Precedent Wealth Partners, LLC
- $306 Billion
- Q4 2024
A detailed history of Precedent Wealth Partners, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 84,738 shares of SPAB stock, worth $2.13 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
84,738
Previous 86,341
1.86%
Holding current value
$2.13 Million
Previous $2.26 Billion
6.17%
% of portfolio
0.69%
Previous 0.74%
Shares
5 transactions
Others Institutions Holding SPAB
# of Institutions
505Shares Held
268MCall Options Held
800Put Options Held
0-
Lpl Financial LLC Fort Mill, SC26.2MShares$660 Million0.31% of portfolio
-
Cwm, LLC16.3MShares$411 Million1.69% of portfolio
-
State Street Corp Boston, MA12.9MShares$325 Million0.01% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC12.8MShares$322 Million6.21% of portfolio
-
Envestnet Asset Management Inc11.5MShares$290 Million0.1% of portfolio