Crestwood Advisors Group LLC Spdr Portfolio Aggregate Bond Transaction History
Crestwood Advisors Group LLC
- $5.16 Billion
- Q4 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 416,488 shares of SPAB stock, worth $10.5 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
416,488
Previous 235,695
76.71%
Holding current value
$10.5 Million
Previous $6.16 Million
68.93%
% of portfolio
0.2%
Previous 0.12%
Shares
5 transactions
Others Institutions Holding SPAB
# of Institutions
537Shares Held
271MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC25.7MShares$650 Million0.27% of portfolio
-
Cwm, LLC16.3MShares$413 Million1.69% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC12.8MShares$324 Million6.21% of portfolio
-
Envestnet Asset Management Inc10.9MShares$277 Million0.09% of portfolio
-
State Street Corp Boston, MA10.2MShares$258 Million0.01% of portfolio