Triad Wealth Partners, LLC Spdr Portfolio Aggregate Bond Transaction History
Triad Wealth Partners, LLC
- $188 Billion
- Q3 2024
A detailed history of Triad Wealth Partners, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 47,143 shares of SPAB stock, worth $1.18 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
47,143
Previous 3
1571333.33%
Holding current value
$1.18 Million
Previous $75,000
1642990.67%
% of portfolio
0.66%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SPAB
# of Institutions
494Shares Held
262MCall 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, LLC11.9MShares$298 Million7.2% of portfolio
-
Envestnet Asset Management Inc11.5MShares$288 Million0.1% of portfolio