Wealth Care Investment Partners, LLC Spdr Portfolio Aggregate Bond Transaction History
Wealth Care Investment Partners, LLC
- $220 Million
- Q3 2024
A detailed history of Wealth Care Investment Partners, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Wealth Care Investment Partners, LLC holds 10,754 shares of SPAB stock, worth $269,280. This represents 0.13% of its overall portfolio holdings.
Number of Shares
10,754
Previous 10,382
3.58%
Holding current value
$269,280
Previous $260,000
8.08%
% of portfolio
0.13%
Previous 0.13%
Shares
11 transactions
Others Institutions Holding SPAB
# of Institutions
497Shares Held
262MCall Options Held
800Put Options Held
0-
Lpl Financial LLC Fort Mill, SC26.2MShares$657 Million0.31% of portfolio
-
Cwm, LLC15.1MShares$377 Million1.69% of portfolio
-
State Street Corp Boston, MA12.9MShares$323 Million0.01% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC12.8MShares$321 Million6.21% of portfolio
-
Envestnet Asset Management Inc11.5MShares$289 Million0.1% of portfolio