Balance Wealth, LLC Spdr Portfolio Aggregate Bond Transaction History
Balance Wealth, LLC
- $154 Billion
- Q1 2025
A detailed history of Balance Wealth, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Balance Wealth, LLC holds 229,009 shares of SPAB stock, worth $5.82 Million. This represents 3.8% of its overall portfolio holdings.
Number of Shares
229,009Holding current value
$5.82 Million% of portfolio
3.8%Shares
1 transactions
Others Institutions Holding SPAB
# of Institutions
544Shares Held
269MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC25.7MShares$653 Million0.27% of portfolio
-
Cwm, LLC16.3MShares$415 Million1.69% of portfolio
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Cliftonlarsonallen Wealth Advisors, LLC11.7MShares$299 Million5.59% of portfolio
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Envestnet Asset Management Inc10.9MShares$278 Million0.09% of portfolio
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State Street Corp Boston, MA10.2MShares$259 Million0.01% of portfolio