Optimist Retirement Group LLC Spdr Portfolio Aggregate Bond Transaction History
Optimist Retirement Group LLC
- $222 Billion
- Q3 2024
A detailed history of Optimist Retirement Group LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Optimist Retirement Group LLC holds 8,489 shares of SPAB stock, worth $211,800. This represents 0.1% of its overall portfolio holdings.
Number of Shares
8,489
Previous 8,419
0.83%
Holding current value
$211,800
Previous $211 Million
5.05%
% of portfolio
0.1%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding SPAB
# of Institutions
494Shares Held
262MCall Options Held
800Put Options Held
0-
Lpl Financial LLC Fort Mill, SC26.2MShares$654 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