Kelly Financial Services LLC Spdr Portfolio Aggregate Bond Transaction History
Kelly Financial Services LLC
- $258 Million
- Q3 2024
A detailed history of Kelly Financial Services LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Kelly Financial Services LLC holds 54,114 shares of SPAB stock, worth $1.38 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
54,114
Previous 31,825
70.04%
Holding current value
$1.38 Million
Previous $798,000
77.19%
% of portfolio
0.55%
Previous 0.3%
Shares
14 transactions
Others Institutions Holding SPAB
# of Institutions
487Shares Held
242MCall Options Held
300Put Options Held
0-
Lpl Financial LLC Fort Mill, SC22.8MShares$581 Million0.29% of portfolio
-
Cwm, LLC15.1MShares$383 Million1.69% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC11.9MShares$304 Million7.2% of portfolio
-
Envestnet Asset Management Inc10.9MShares$276 Million0.1% of portfolio
-
Cerity Partners LLC New York, NY8.9MShares$226 Million0.59% of portfolio