Wealth Management Solutions, LLC Spdr Portfolio Aggregate Bond Transaction History
Wealth Management Solutions, LLC
- $145 Million
- Q3 2023
A detailed history of Wealth Management Solutions, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Wealth Management Solutions, LLC holds 95,067 shares of SPAB stock, worth $2.42 Million. This represents 1.6% of its overall portfolio holdings.
Number of Shares
95,067
Previous 97,054
2.05%
Holding current value
$2.42 Million
Previous $2.46 Million
6.05%
% of portfolio
1.6%
Previous 1.62%
Shares
8 transactions
Others Institutions Holding SPAB
# of Institutions
541Shares Held
271MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC25.7MShares$653 Million0.27% of portfolio
-
Cwm, LLC16.3MShares$415 Million1.69% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC12.8MShares$326 Million6.21% of portfolio
-
Envestnet Asset Management Inc10.9MShares$278 Million0.09% of portfolio
-
State Street Corp Boston, MA10.2MShares$259 Million0.01% of portfolio