Optivise Advisory Services LLC Spdr Portfolio Aggregate Bond Transaction History
Optivise Advisory Services LLC
- $186 Billion
- Q4 2024
A detailed history of Optivise Advisory Services LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Optivise Advisory Services LLC holds 36,135 shares of SPAB stock, worth $917,106. This represents 0.49% of its overall portfolio holdings.
Number of Shares
36,135
Previous 39,143
7.68%
Holding current value
$917,106
Previous $1.02 Billion
11.75%
% of portfolio
0.49%
Previous 0.54%
Shares
3 transactions
Others Institutions Holding SPAB
# of Institutions
541Shares Held
271MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC25.7MShares$652 Million0.27% of portfolio
-
Cwm, LLC16.3MShares$414 Million1.69% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC12.8MShares$325 Million6.21% of portfolio
-
Envestnet Asset Management Inc10.9MShares$278 Million0.09% of portfolio
-
State Street Corp Boston, MA10.2MShares$259 Million0.01% of portfolio