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 $5.76 Million. This represents 3.8% of its overall portfolio holdings.
Number of Shares
229,009Holding current value
$5.76 Million% of portfolio
3.8%Shares
1 transactions
Others Institutions Holding SPAB
# of Institutions
562Shares Held
269MCall Options Held
0Put Options Held
300-
Lpl Financial LLC Fort Mill, SC23MShares$579 Million0.24% of portfolio
-
Cwm, LLC16MShares$401 Million1.63% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC11.7MShares$295 Million5.59% of portfolio
-
State Street Corp Boston, MA11.6MShares$292 Million0.01% of portfolio
-
Envestnet Asset Management Inc11.4MShares$286 Million0.1% of portfolio