Bull Oak Capital, LLC Spdr Portfolio Aggregate Bond Transaction History
Bull Oak Capital, LLC
- $231 Million
- Q3 2025
A detailed history of Bull Oak Capital, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Bull Oak Capital, LLC holds 139,053 shares of SPAB stock, worth $3.59 Million. This represents 1.56% of its overall portfolio holdings.
Number of Shares
139,053
Previous 136,363
1.97%
Holding current value
$3.59 Million
Previous $3.49 Million
2.98%
% of portfolio
1.56%
Previous 1.62%
Shares
13 transactions
Others Institutions Holding SPAB
# of Institutions
547Shares Held
282MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC22MShares$567 Million0.18% of portfolio
-
Cwm, LLC17MShares$438 Million1.32% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC14.2MShares$365 Million5.8% of portfolio
-
Cerity Partners LLC New York, NY11.1MShares$286 Million0.47% of portfolio
-
Envestnet Asset Management Inc10.4MShares$269 Million0.08% of portfolio