Modern Wealth Management, LLC Spdr Portfolio Aggregate Bond Transaction History
Modern Wealth Management, LLC
- $1.65 Trillion
- Q3 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 64,561 shares of SPAB stock, worth $1.63 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
64,561
Previous 69,092
6.56%
Holding current value
$1.63 Million
Previous $1.73 Billion
2.65%
% of portfolio
0.1%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding SPAB
# of Institutions
492Shares Held
260MCall Options Held
800Put Options Held
0-
Lpl Financial LLC Fort Mill, SC26.2MShares$661 Million0.31% of portfolio
-
Cwm, LLC15.1MShares$380 Million1.69% of portfolio
-
State Street Corp Boston, MA12.9MShares$325 Million0.01% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC11.9MShares$301 Million7.2% of portfolio
-
Envestnet Asset Management Inc11.5MShares$291 Million0.1% of portfolio