Optivise Advisory Services LLC Spdr Portfolio Aggregate Bond Transaction History
Optivise Advisory Services LLC
- $168 Billion
- Q3 2025
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 16,726 shares of SPAB stock, worth $431,363. This represents 0.26% of its overall portfolio holdings.
Number of Shares
16,726
Previous 21,753
23.11%
Holding current value
$431,363
Previous $557 Million
22.36%
% of portfolio
0.26%
Previous 0.28%
Shares
6 transactions
Others Institutions Holding SPAB
# of Institutions
547Shares Held
282MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC22MShares$567 Million0.18% of portfolio
-
Cwm, LLC17MShares$438 Million1.32% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC14.2MShares$365 Million5.8% of portfolio
-
Cerity Partners LLC New York, NY11.1MShares$286 Million0.47% of portfolio
-
Envestnet Asset Management Inc10.4MShares$269 Million0.08% of portfolio