Concord Wealth Partners Spdr Portfolio Aggregate Bond Transaction History
Concord Wealth Partners
- $710 Million
- Q3 2025
A detailed history of Concord Wealth Partners transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Concord Wealth Partners holds 11,539 shares of SPAB stock, worth $297,590. This represents 0.04% of its overall portfolio holdings.
Number of Shares
11,539
Previous 9,952
15.95%
Holding current value
$297,590
Previous $254,000
17.32%
% of portfolio
0.04%
Previous 0.04%
Shares
16 transactions
Others Institutions Holding SPAB
# of Institutions
546Shares Held
280MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC22MShares$567 Million0.18% of portfolio
-
Cwm, LLC17MShares$438 Million1.32% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC14.2MShares$365 Million5.8% of portfolio
-
Cerity Partners LLC New York, NY11.1MShares$286 Million0.47% of portfolio
-
Envestnet Asset Management Inc10.4MShares$269 Million0.08% of portfolio