Crestwood Advisors Group LLC Spdr Portfolio Aggregate Bond Transaction History
Crestwood Advisors Group LLC
- $5.07 Billion
- Q3 2024
A detailed history of Crestwood Advisors Group LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Crestwood Advisors Group LLC holds 235,695 shares of SPAB stock, worth $5.89 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
235,695
Previous 242,756
2.91%
Holding current value
$5.89 Million
Previous $6.09 Million
1.17%
% of portfolio
0.12%
Previous 0.13%
Shares
4 transactions
Others Institutions Holding SPAB
# of Institutions
494Shares Held
264MCall 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, LLC12.8MShares$320 Million6.21% of portfolio
-
Envestnet Asset Management Inc11.5MShares$288 Million0.1% of portfolio