Jfs Wealth Advisors, LLC Spdr Portfolio Aggregate Bond Transaction History
Jfs Wealth Advisors, LLC
- $1.46 Billion
- Q4 2024
A detailed history of Jfs Wealth Advisors, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 2,689 shares of SPAB stock, worth $68,542. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,689
Previous 7,495
64.12%
Holding current value
$68,542
Previous $195,000
65.64%
% of portfolio
0.0%
Previous 0.01%
Shares
19 transactions
Others Institutions Holding SPAB
# of Institutions
541Shares 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