LNC
SPAB icon

Lincoln National Corp’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Lincoln National Corp’s Portfolio SPAB Stock Details SPAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-71,851
Closed -$1.82M – 974
2024
Q1 		$1.82M Buy
71,851
+20,299
+39% +$513K 0.03% 354
2023
Q4 		$1.32M Buy
51,552
+5,452
+12% +$134K 0.02% 379
2023
Q3 		$1.12M Buy
46,100
+5,444
+13% +$136K 0.02% 379
2023
Q2 		$1.03M Buy
40,656
+22,492
+124% +$575K 0.02% 400
2023
Q1 		$468K Buy
18,164
+8,840
+95% +$226K 0.01% 611
2022
Q4 		$234K Buy
+9,324
New +$234K 0.01% 815

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Envestnet Asset Management
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CCWA
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Cerity Partners
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RIG
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State Street
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return