Financial Plan, Inc. Spdr Portfolio Aggregate Bond Transaction History
Financial Plan, Inc.
- $871 Billion
- Q4 2025
A detailed history of Financial Plan, Inc. transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Financial Plan, Inc. holds 31,493 shares of SPAB stock, worth $812,204. This represents 0.09% of its overall portfolio holdings.
Number of Shares
31,493Holding current value
$812,204% of portfolio
0.09%Shares
1 transactions
Others Institutions Holding SPAB
# of Institutions
555Shares Held
280MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC22MShares$567 Million0.18% of portfolio
-
Cwm, LLC18.2MShares$469 Million1.27% 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