Strategic Financial Planning, Inc. Spdr Portfolio Aggregate Bond Transaction History
Strategic Financial Planning, Inc.
- $151 Million
- Q3 2024
A detailed history of Strategic Financial Planning, Inc. transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Strategic Financial Planning, Inc. holds 10,817 shares of SPAB stock, worth $272,155. This represents 0.19% of its overall portfolio holdings.
Number of Shares
10,817
Previous 10,743
0.69%
Holding current value
$272,155
Previous $269,000
4.83%
% of portfolio
0.19%
Previous 0.19%
Shares
5 transactions
Others Institutions Holding SPAB
# of Institutions
502Shares Held
266MCall Options Held
800Put Options Held
0-
Lpl Financial LLC Fort Mill, SC26.2MShares$660 Million0.31% of portfolio
-
Cwm, LLC15.1MShares$379 Million1.69% of portfolio
-
State Street Corp Boston, MA12.9MShares$325 Million0.01% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC12.8MShares$323 Million6.21% of portfolio
-
Envestnet Asset Management Inc11.5MShares$290 Million0.1% of portfolio