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 $523,906. This represents 0.32% of its overall portfolio holdings.
Number of Shares
20,823
Previous 14,408
44.52%
Holding current value
$523,906
Previous $361 Million
50.57%
% of portfolio
0.32%
Previous 0.24%
Shares
8 transactions
Others Institutions Holding SPAB
# of Institutions
502Shares Held
266MCall Options Held
800Put Options Held
0-
Lpl Financial LLC Fort Mill, SC26.2MShares$660 Million0.31% of portfolio
-
Cwm, LLC15.1MShares$379 Million1.69% of portfolio
-
State Street Corp Boston, MA12.9MShares$325 Million0.01% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC12.8MShares$323 Million6.21% of portfolio
-
Envestnet Asset Management Inc11.5MShares$290 Million0.1% of portfolio