Tolleson Wealth Management, Inc. Spdr Portfolio Aggregate Bond Transaction History
Tolleson Wealth Management, Inc.
- $507 Million
- Q2 2024
A detailed history of Tolleson Wealth Management, Inc. transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Tolleson Wealth Management, Inc. holds 10,180 shares of SPAB stock, worth $258,877. This represents 0.05% of its overall portfolio holdings.
Number of Shares
10,180
Previous 10,180
-0.0%
Holding current value
$258,877
Previous $257,000
0.78%
% of portfolio
0.05%
Previous 0.05%
Shares
5 transactions
Others Institutions Holding SPAB
# of Institutions
487Shares Held
242MCall Options Held
300Put Options Held
0-
Lpl Financial LLC Fort Mill, SC22.8MShares$581 Million0.29% of portfolio
-
Cwm, LLC15.1MShares$383 Million1.69% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC11.9MShares$303 Million7.2% of portfolio
-
Envestnet Asset Management Inc10.9MShares$276 Million0.1% of portfolio
-
Cerity Partners LLC New York, NY8.9MShares$226 Million0.59% of portfolio