Forvis Wealth Advisors, LLC Spdr Portfolio Aggregate Bond Transaction History
Forvis Wealth Advisors, LLC
- $3.96 Billion
- Q2 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 17,669 shares of SPAB stock, worth $445,435. This represents 0.01% of its overall portfolio holdings.
Number of Shares
17,669
Previous 18,398
3.96%
Holding current value
$445,435
Previous $465,000
4.73%
% of portfolio
0.01%
Previous 0.01%
Shares
9 transactions
Others Institutions Holding SPAB
# of Institutions
490Shares Held
244MCall Options Held
300Put Options Held
0-
Lpl Financial LLC Fort Mill, SC22.8MShares$576 Million0.29% of portfolio
-
Cwm, LLC15.1MShares$380 Million1.69% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC11.9MShares$301 Million7.2% of portfolio
-
Envestnet Asset Management Inc10.9MShares$274 Million0.1% of portfolio
-
Cerity Partners LLC New York, NY8.9MShares$224 Million0.59% of portfolio