Modern Wealth Management, LLC Spdr Portfolio Aggregate Bond Transaction History
Modern Wealth Management, LLC
- $2.86 Trillion
- Q4 2024
A detailed history of Modern Wealth Management, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Modern Wealth Management, LLC holds 11,120 shares of SPAB stock, worth $282,114. This represents 0.01% of its overall portfolio holdings.
Number of Shares
11,120
Previous 64,561
82.78%
Holding current value
$282,114
Previous $1.69 Billion
83.42%
% of portfolio
0.01%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding SPAB
# of Institutions
540Shares Held
271MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC25.7MShares$652 Million0.27% of portfolio
-
Cwm, LLC16.3MShares$414 Million1.69% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC12.8MShares$325 Million6.21% of portfolio
-
Envestnet Asset Management Inc10.9MShares$278 Million0.09% of portfolio
-
State Street Corp Boston, MA10.2MShares$258 Million0.01% of portfolio