Dynamic Wealth Strategies, LLC Spdr Portfolio Aggregate Bond Transaction History
Dynamic Wealth Strategies, LLC
- $123 Million
- Q3 2024
A detailed history of Dynamic Wealth Strategies, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 598 shares of SPAB stock, worth $15,081. This represents 0.01% of its overall portfolio holdings.
Number of Shares
598
Previous 598
-0.0%
Holding current value
$15,081
Previous $15,000
6.67%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding SPAB
# of Institutions
513Shares Held
271MCall Options Held
800Put Options Held
0-
Lpl Financial LLC Fort Mill, SC26.2MShares$661 Million0.31% of portfolio
-
Cwm, LLC16.3MShares$412 Million1.69% of portfolio
-
State Street Corp Boston, MA12.9MShares$325 Million0.01% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC12.8MShares$323 Million6.21% of portfolio
-
Envestnet Asset Management Inc11.5MShares$291 Million0.1% of portfolio