Balance Wealth, LLC Spdr Portfolio Aggregate Bond Transaction History
Balance Wealth, LLC
- $405 Billion
- Q3 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 60,161 shares of SPAB stock, worth $1.57 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
60,161
Previous 197,947
69.61%
Holding current value
$1.57 Million
Previous $5.07 Billion
69.31%
% of portfolio
0.38%
Previous 2.97%
Shares
3 transactions
Others Institutions Holding SPAB
# of Institutions
547Shares Held
293MCall Options Held
0Put Options Held
0-
State Street Corp Boston, MA23.6MShares$616 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.2MShares$578 Million0.2% of portfolio
-
Cwm, LLC17MShares$443 Million1.32% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC14.2MShares$369 Million5.8% of portfolio
-
Envestnet Asset Management Inc11.1MShares$289 Million0.09% of portfolio