Forza Wealth Management, LLC Spdr Portfolio Aggregate Bond Transaction History
Forza Wealth Management, LLC
- $192 Billion
- Q1 2024
A detailed history of Forza Wealth Management, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Forza Wealth Management, LLC holds 25,150 shares of SPAB stock, worth $633,528. This represents 0.33% of its overall portfolio holdings.
Number of Shares
25,150Holding current value
$633,528% of portfolio
0.33%Shares
2 transactions
Others Institutions Holding SPAB
# of Institutions
462Shares Held
237MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC22.8MShares$574 Million0.32% of portfolio
-
Cwm, LLC12.2MShares$307 Million1.5% of portfolio
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Envestnet Asset Management Inc10.2MShares$256 Million0.1% of portfolio
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Cliftonlarsonallen Wealth Advisors, LLC9.95MShares$251 Million5.73% of portfolio
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Cerity Partners LLC New York, NY8.58MShares$216 Million0.58% of portfolio