Investment Planning Advisors, Inc. Spdr Portfolio Aggregate Bond Transaction History
Investment Planning Advisors, Inc.
- $200 Million
- Q4 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 10,026 shares of SPAB stock, worth $255,562. This represents 0.13% of its overall portfolio holdings.
Number of Shares
10,026
Previous 308,093
96.75%
Holding current value
$255,562
Previous $8.05 Million
96.9%
% of portfolio
0.13%
Previous 4.35%
Shares
2 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