Garrett Wealth Advisory Group, LLC Spdr Portfolio Aggregate Bond Transaction History
Garrett Wealth Advisory Group, LLC
- $439 Million
- Q4 2024
A detailed history of Garrett Wealth Advisory Group, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Garrett Wealth Advisory Group, LLC holds 19,530 shares of SPAB stock, worth $497,819. This represents 0.11% of its overall portfolio holdings.
Number of Shares
19,530
Previous 20,210
3.36%
Holding current value
$497,819
Previous $528,000
7.58%
% of portfolio
0.11%
Previous 0.13%
Shares
14 transactions
Others Institutions Holding SPAB
# of Institutions
540Shares Held
271MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC25.7MShares$655 Million0.27% of portfolio
-
Cwm, LLC16.3MShares$416 Million1.69% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC12.8MShares$327 Million6.21% of portfolio
-
Envestnet Asset Management Inc10.9MShares$279 Million0.09% of portfolio
-
State Street Corp Boston, MA10.2MShares$260 Million0.01% of portfolio