Worth Financial Advisory Group, LLC Spdr Portfolio Aggregate Bond Transaction History
Worth Financial Advisory Group, LLC
- $170 Billion
- Q3 2024
A detailed history of Worth Financial Advisory Group, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 20,823 shares of SPAB stock, worth $529,528. This represents 0.32% of its overall portfolio holdings.
Number of Shares
20,823
Previous 14,408
44.52%
Holding current value
$529,528
Previous $361 Million
50.57%
% of portfolio
0.32%
Previous 0.24%
Shares
8 transactions
Others Institutions Holding SPAB
# of Institutions
488Shares Held
243MCall Options Held
300Put Options Held
0-
Lpl Financial LLC Fort Mill, SC22.8MShares$581 Million0.29% of portfolio
-
Cwm, LLC15.1MShares$383 Million1.69% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC11.9MShares$303 Million7.2% of portfolio
-
Envestnet Asset Management Inc10.9MShares$276 Million0.1% of portfolio
-
Cerity Partners LLC New York, NY8.9MShares$226 Million0.59% of portfolio