Family Wealth Group, LLC Spdr Portfolio Aggregate Bond Transaction History
Family Wealth Group, LLC
- $92.9 Million
- Q3 2024
A detailed history of Family Wealth Group, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Family Wealth Group, LLC holds 85,855 shares of SPAB stock, worth $2.14 Million. This represents 2.42% of its overall portfolio holdings.
Number of Shares
85,855
Previous 84,278
1.87%
Holding current value
$2.14 Million
Previous $2.11 Million
6.15%
% of portfolio
2.42%
Previous 2.29%
Shares
4 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