Wcg Wealth Advisors LLC Spdr Portfolio Aggregate Bond Transaction History
Wcg Wealth Advisors LLC
- $1.42 Billion
- Q4 2024
A detailed history of Wcg Wealth Advisors LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 469,163 shares of SPAB stock, worth $12 Million. This represents 0.83% of its overall portfolio holdings.
Number of Shares
469,163
Previous 460,168
1.95%
Holding current value
$12 Million
Previous $12 Million
2.54%
% of portfolio
0.83%
Previous 0.81%
Shares
12 transactions
Others Institutions Holding SPAB
# of Institutions
547Shares Held
268MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC25.7MShares$655 Million0.27% of portfolio
-
Cwm, LLC16.3MShares$416 Million1.69% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC11.7MShares$299 Million5.59% of portfolio
-
Envestnet Asset Management Inc10.9MShares$279 Million0.09% of portfolio
-
State Street Corp Boston, MA10.2MShares$260 Million0.01% of portfolio