Org Wealth Partners, LLC Spdr Portfolio Aggregate Bond Transaction History
Org Wealth Partners, LLC
- $139 Million
- Q4 2024
A detailed history of Org Wealth Partners, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Org Wealth Partners, LLC holds 656 shares of SPAB stock, worth $16,577. This represents 0.01% of its overall portfolio holdings.
Number of Shares
656
Previous 832
21.15%
Holding current value
$16,577
Previous $21.7 Million
99.93%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SPAB
# of Institutions
547Shares Held
268MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC25.7MShares$649 Million0.27% of portfolio
-
Cwm, LLC16.3MShares$413 Million1.69% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC11.7MShares$297 Million5.59% of portfolio
-
Envestnet Asset Management Inc10.9MShares$277 Million0.09% of portfolio
-
State Street Corp Boston, MA10.2MShares$257 Million0.01% of portfolio