Core Wealth Partners LLC Spdr Portfolio Aggregate Bond Transaction History
Core Wealth Partners LLC
- $218 Billion
- Q3 2025
A detailed history of Core Wealth Partners LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Core Wealth Partners LLC holds 87,075 shares of SPAB stock, worth $2.25 Million. This represents 1.03% of its overall portfolio holdings.
Number of Shares
87,075
Previous 77,192
12.8%
Holding current value
$2.25 Million
Previous $1.98 Billion
13.9%
% of portfolio
1.03%
Previous 1.0%
Shares
2 transactions
Others Institutions Holding SPAB
# of Institutions
549Shares Held
282MCall 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