Wfa Of San Diego, LLC Spdr Portfolio Aggregate Bond Transaction History
Wfa Of San Diego, LLC
- $132 Million
- Q2 2025
A detailed history of Wfa Of San Diego, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Wfa Of San Diego, LLC holds 2,069 shares of SPAB stock, worth $53,359. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,069
Previous 2,849
27.38%
Holding current value
$53,359
Previous $74,000
29.73%
% of portfolio
0.04%
Previous 0.06%
Shares
14 transactions
Others Institutions Holding SPAB
# of Institutions
551Shares Held
278MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC22MShares$567 Million0.18% of portfolio
-
Cwm, LLC18.2MShares$469 Million1.27% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC14.2MShares$365 Million5.8% of portfolio
-
Cerity Partners LLC New York, NY11.1MShares$286 Million0.47% of portfolio
-
Envestnet Asset Management Inc10.4MShares$269 Million0.08% of portfolio