Private Wealth Group, LLC Spdr Portfolio Aggregate Bond Transaction History
Private Wealth Group, LLC
- $199 Million
- Q4 2024
A detailed history of Private Wealth Group, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Private Wealth Group, LLC holds 89,672 shares of SPAB stock, worth $2.29 Million. This represents 1.12% of its overall portfolio holdings.
Number of Shares
89,672
Previous 93,354
3.94%
Holding current value
$2.29 Million
Previous $2.44 Million
8.2%
% of portfolio
1.12%
Previous 1.26%
Shares
7 transactions
Others Institutions Holding SPAB
# of Institutions
541Shares Held
271MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC25.7MShares$655 Million0.27% of portfolio
-
Cwm, LLC16.3MShares$416 Million1.69% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC12.8MShares$327 Million6.21% of portfolio
-
Envestnet Asset Management Inc10.9MShares$279 Million0.09% of portfolio
-
State Street Corp Boston, MA10.2MShares$260 Million0.01% of portfolio