Barnes Wealth Management Group, Inc Spdr Portfolio Aggregate Bond Transaction History
Barnes Wealth Management Group, Inc
- $156 Billion
- Q1 2025
A detailed history of Barnes Wealth Management Group, Inc transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Barnes Wealth Management Group, Inc holds 31,935 shares of SPAB stock, worth $812,426. This represents 0.52% of its overall portfolio holdings.
Number of Shares
31,935
Previous 35,836
10.89%
Holding current value
$812,426
Previous $896 Million
8.92%
% of portfolio
0.52%
Previous 0.6%
Shares
2 transactions
Others Institutions Holding SPAB
# of Institutions
563Shares Held
269MCall Options Held
0Put Options Held
300-
Lpl Financial LLC Fort Mill, SC23MShares$586 Million0.24% of portfolio
-
Cwm, LLC16MShares$406 Million1.63% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC11.7MShares$299 Million5.59% of portfolio
-
State Street Corp Boston, MA11.6MShares$295 Million0.01% of portfolio
-
Envestnet Asset Management Inc11.4MShares$289 Million0.1% of portfolio