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 $634,031. This represents 0.29% of its overall portfolio holdings.
Number of Shares
25,150
Previous 25,150
-0.0%
Holding current value
$634,031
Previous $657 Million
4.4%
% of portfolio
0.29%
Previous 0.3%
Shares
2 transactions
Others Institutions Holding SPAB
# of Institutions
534Shares Held
270MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC25.7MShares$647 Million0.27% of portfolio
-
Cwm, LLC16.3MShares$412 Million1.69% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC12.8MShares$323 Million6.21% of portfolio
-
Envestnet Asset Management Inc10.9MShares$276 Million0.09% of portfolio
-
State Street Corp Boston, MA10.2MShares$257 Million0.01% of portfolio