Sharkey, Howes & Javer Spdr Portfolio Aggregate Bond Transaction History
Sharkey, Howes & Javer
- $676 Million
- Q4 2024
A detailed history of Sharkey, Howes & Javer transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Sharkey, Howes & Javer holds 233,151 shares of SPAB stock, worth $5.9 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
233,151
Previous 319,467
27.02%
Holding current value
$5.9 Million
Previous $8.35 Million
30.23%
% of portfolio
0.86%
Previous 1.26%
Shares
4 transactions
Others Institutions Holding SPAB
# of Institutions
537Shares Held
271MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC25.7MShares$650 Million0.27% of portfolio
-
Cwm, LLC16.3MShares$413 Million1.69% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC12.8MShares$324 Million6.21% of portfolio
-
Envestnet Asset Management Inc10.9MShares$277 Million0.09% of portfolio
-
State Street Corp Boston, MA10.2MShares$258 Million0.01% of portfolio