Cliftonlarsonallen Wealth Advisors, LLC Spdr Portfolio Aggregate Bond Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

$4.33 Billion
Q3 2024

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 11,932,079 shares of SPAB stock, worth $298 Million. This represents 7.2% of its overall portfolio holdings.

Number of Shares

11,932,079

Previous 10,803,023 10.45%

Holding current value

$298 Million

Previous $271 Million 15.07%

% of portfolio

7.2%

Previous 5.81%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	BUY	$24.86 - $26.33 $28.1 Million - $29.7 Million	1,129,056 Added 10.45%	11,932,079 $312 Million
Q2 2024 Jul 11, 2024	BUY	$24.54 - $25.28 $20.8 Million - $21.5 Million	848,951 Added 8.53%	10,803,023 $271 Million
Q1 2024 May 02, 2024	BUY	$24.99 - $25.67 $73.7 Million - $75.7 Million	2,950,659 Added 42.13%	9,954,072 $252 Million
Q4 2023 Jan 16, 2024	BUY	$23.71 - $25.74 $4.47 Million - $4.85 Million	188,600 Added 2.77%	7,003,413 $180 Million
Q3 2023 Oct 13, 2023	BUY	$24.28 - $25.47 $11.9 Million - $12.5 Million	490,616 Added 7.76%	6,814,813 $166 Million
Q2 2023 Jul 14, 2023	BUY	$25.22 - $26.01 $63.1 Million - $65 Million	2,500,735 Added 65.4%	6,324,197 $160 Million
Q1 2023 Apr 12, 2023	BUY	$24.92 - $26.08 $95.3 Million - $99.7 Million	3,823,462 New	3,823,462 $98.6 Million

Others Institutions Holding SPAB

# of Institutions

494

Shares Held

262M

Call Options Held

800

Put Options Held

View Full List

About SPDR PORTFOLIO AGGREGATE BOND

Ticker SPAB
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Cliftonlarsonallen Wealth Advisors, LLC Spdr Portfolio Aggregate Bond Transaction History