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 $196,320. This represents 0.25% of its overall portfolio holdings.
Number of Shares
7,806
Previous 8,730
10.58%
Holding current value
$196,320
Previous $243,000
15.23%
% of portfolio
0.25%
Previous 0.25%
Shares
3 transactions
Others Institutions Holding SPAB
# of Institutions
547Shares Held
268MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC25.7MShares$646 Million0.27% of portfolio
-
Cwm, LLC16.3MShares$411 Million1.69% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC11.7MShares$295 Million5.59% of portfolio
-
Envestnet Asset Management Inc10.9MShares$275 Million0.09% of portfolio
-
State Street Corp Boston, MA10.2MShares$256 Million0.01% of portfolio