Forvis Wealth Advisors, LLC Spdr Portfolio Aggregate Bond Transaction History
Forvis Wealth Advisors, LLC
- $4.26 Billion
- Q3 2024
A detailed history of Forvis Wealth Advisors, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 13,230 shares of SPAB stock, worth $334,057. This represents 0.01% of its overall portfolio holdings.
Number of Shares
13,230
Previous 17,669
25.12%
Holding current value
$334,057
Previous $443,000
22.12%
% of portfolio
0.01%
Previous 0.01%
Shares
10 transactions
Others Institutions Holding SPAB
# of Institutions
492Shares Held
260MCall Options Held
800Put Options Held
0-
Lpl Financial LLC Fort Mill, SC26.2MShares$662 Million0.31% of portfolio
-
Cwm, LLC15.1MShares$380 Million1.69% of portfolio
-
State Street Corp Boston, MA12.9MShares$326 Million0.01% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC11.9MShares$301 Million7.2% of portfolio
-
Envestnet Asset Management Inc11.5MShares$291 Million0.1% of portfolio