Forza Wealth Management, LLC Spdr Portfolio Aggregate Bond Transaction History
Forza Wealth Management, LLC
- $219 Billion
- Q4 2024
A detailed history of Forza Wealth Management, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Forza Wealth Management, LLC holds 25,150 shares of SPAB stock, worth $629,253. This represents 0.29% of its overall portfolio holdings.
Number of Shares
25,150
Previous 25,150
-0.0%
Holding current value
$629,253
Previous $657 Million
4.4%
% of portfolio
0.29%
Previous 0.3%
Shares
2 transactions
Others Institutions Holding SPAB
# of Institutions
495Shares Held
263MCall Options Held
800Put Options Held
0-
Lpl Financial LLC Fort Mill, SC26.2MShares$656 Million0.31% of portfolio
-
Cwm, LLC15.1MShares$377 Million1.69% of portfolio
-
State Street Corp Boston, MA12.9MShares$323 Million0.01% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC12.8MShares$321 Million6.21% of portfolio
-
Envestnet Asset Management Inc11.5MShares$288 Million0.1% of portfolio