Orion Capital Management LLC Spdr Portfolio Aggregate Bond Transaction History
Orion Capital Management LLC
- $201 Million
- Q3 2024
Shares
3 transactions
Others Institutions Holding SPAB
# of Institutions
532Shares Held
272MCall Options Held
800Put Options Held
0-
Lpl Financial LLC Fort Mill, SC25.7MShares$645 Million0.27% of portfolio
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Cwm, LLC16.3MShares$410 Million1.69% of portfolio
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State Street Corp Boston, MA12.9MShares$324 Million0.01% of portfolio
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Cliftonlarsonallen Wealth Advisors, LLC12.8MShares$322 Million6.21% of portfolio
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Envestnet Asset Management Inc10.9MShares$275 Million0.09% of portfolio