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 $14,920. This represents 0.01% of its overall portfolio holdings.
Number of Shares
598
Previous 598
-0.0%
Holding current value
$14,920
Previous $15,000
6.67%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding SPAB
# of Institutions
494Shares Held
262MCall Options Held
800Put Options Held
0-
Lpl Financial LLC Fort Mill, SC26.2MShares$654 Million0.31% of portfolio
-
Cwm, LLC15.1MShares$376 Million1.69% of portfolio
-
State Street Corp Boston, MA12.9MShares$322 Million0.01% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC11.9MShares$298 Million7.2% of portfolio
-
Envestnet Asset Management Inc11.5MShares$288 Million0.1% of portfolio