Wealth Care Investment Partners, LLC Spdr Portfolio Aggregate Bond Transaction History
Wealth Care Investment Partners, LLC
- $218 Million
- Q4 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 11,553 shares of SPAB stock, worth $293,099. This represents 0.13% of its overall portfolio holdings.
Number of Shares
11,553
Previous 10,754
7.43%
Holding current value
$293,099
Previous $281,000
2.49%
% of portfolio
0.13%
Previous 0.13%
Shares
12 transactions
Others Institutions Holding SPAB
# of Institutions
541Shares Held
271MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC25.7MShares$652 Million0.27% of portfolio
-
Cwm, LLC16.3MShares$414 Million1.69% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC12.8MShares$325 Million6.21% of portfolio
-
Envestnet Asset Management Inc10.9MShares$278 Million0.09% of portfolio
-
State Street Corp Boston, MA10.2MShares$258 Million0.01% of portfolio