Forza Wealth Management, LLC Spdr Portfolio Aggregate Bond Transaction History
Forza Wealth Management, LLC
- $261 Billion
- Q3 2025
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 $648,618. This represents 0.25% of its overall portfolio holdings.
Number of Shares
25,150
Previous 25,150
-0.0%
Holding current value
$648,618
Previous $644 Million
0.98%
% of portfolio
0.25%
Previous 0.26%
Shares
2 transactions
Others Institutions Holding SPAB
# of Institutions
546Shares Held
280MCall 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