Vericrest Private Wealth Spdr Portfolio Aggregate Bond Transaction History
Vericrest Private Wealth
- $81.5 Million
- Q2 2022
A detailed history of Vericrest Private Wealth transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Vericrest Private Wealth holds 7,806 shares of SPAB stock, worth $201,316. This represents 0.25% of its overall portfolio holdings.
Number of Shares
7,806
Previous 8,730
10.58%
Holding current value
$201,316
Previous $243,000
15.23%
% of portfolio
0.25%
Previous 0.25%
Shares
3 transactions
Others Institutions Holding SPAB
# of Institutions
544Shares Held
280MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC22MShares$567 Million0.18% of portfolio
-
Cwm, LLC17MShares$438 Million1.32% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC14.2MShares$365 Million5.8% of portfolio
-
Cerity Partners LLC New York, NY11.1MShares$286 Million0.47% of portfolio
-
Envestnet Asset Management Inc10.4MShares$269 Million0.08% of portfolio