Core Wealth Partners LLC Spdr Portfolio Aggregate Bond Transaction History
Core Wealth Partners LLC
- $197 Billion
- Q2 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 77,192 shares of SPAB stock, worth $1.99 Million. This represents 1.0% of its overall portfolio holdings.
Number of Shares
77,192Holding current value
$1.99 Million% of portfolio
1.0%Shares
1 transactions
Others Institutions Holding SPAB
# of Institutions
555Shares Held
285MCall Options Held
0Put Options Held
0-
State Street Corp Boston, MA23.6MShares$611 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.2MShares$573 Million0.2% of portfolio
-
Cwm, LLC17.1MShares$442 Million1.54% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC12.6MShares$326 Million5.44% of portfolio
-
Envestnet Asset Management Inc11.1MShares$287 Million0.09% of portfolio