Investment Planning Advisors, Inc. Spdr Portfolio Aggregate Bond Transaction History
Investment Planning Advisors, Inc.
- $185 Million
- Q3 2024
A detailed history of Investment Planning Advisors, Inc. transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 308,093 shares of SPAB stock, worth $7.69 Million. This represents 4.35% of its overall portfolio holdings.
Number of Shares
308,093
Previous 308,093
-0.0%
Holding current value
$7.69 Million
Previous $7.73 Billion
99.9%
% of portfolio
4.35%
Previous 3.94%
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$655 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