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 $814,661. This represents 0.52% of its overall portfolio holdings.
Number of Shares
31,935
Previous 35,836
10.89%
Holding current value
$814,661
Previous $896 Million
8.92%
% of portfolio
0.52%
Previous 0.6%
Shares
2 transactions
Others Institutions Holding SPAB
# of Institutions
564Shares Held
276MCall Options Held
0Put Options Held
300-
Lpl Financial LLC Fort Mill, SC23MShares$588 Million0.24% of portfolio
-
Cwm, LLC17.1MShares$436 Million1.54% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC12.6MShares$322 Million5.44% of portfolio
-
State Street Corp Boston, MA11.6MShares$296 Million0.01% of portfolio
-
Envestnet Asset Management Inc11.1MShares$283 Million0.09% of portfolio