Valley Financial Management, Inc. Spdr Portfolio Aggregate Bond Transaction History
Valley Financial Management, Inc.
- $193 Billion
- Q2 2023
A detailed history of Valley Financial Management, Inc. transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Valley Financial Management, Inc. holds 11,617 shares of SPAB stock, worth $295,536. This represents 0.15% of its overall portfolio holdings.
Number of Shares
11,617
Previous 11,617
-0.0%
Holding current value
$295,536
Previous $300 Million
1.63%
% of portfolio
0.15%
Previous 0.19%
Shares
2 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$304 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