Epic Trust Investment Advisors, LLC Spdr Portfolio Aggregate Bond Transaction History
Epic Trust Investment Advisors, LLC
- $84.7 Million
- Q2 2024
A detailed history of Epic Trust Investment Advisors, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Epic Trust Investment Advisors, LLC holds 35,968 shares of SPAB stock, worth $927,614. This represents 1.06% of its overall portfolio holdings.
Number of Shares
35,968
Previous 35,936
0.09%
Holding current value
$927,614
Previous $908,000
0.66%
% of portfolio
1.06%
Previous 1.18%
Shares
4 transactions
Others Institutions Holding SPAB
# of Institutions
554Shares Held
279MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC22MShares$567 Million0.18% of portfolio
-
Cwm, LLC17MShares$438 Million1.32% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC14.2MShares$365 Million5.8% of portfolio
-
Cerity Partners LLC New York, NY11.1MShares$286 Million0.47% of portfolio
-
Envestnet Asset Management Inc10.4MShares$269 Million0.08% of portfolio