Forza Wealth Management, LLC Spdr Portfolio Aggregate Bond Transaction History
Forza Wealth Management, LLC
- $219 Billion
- Q4 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 $632,522. This represents 0.29% of its overall portfolio holdings.
Number of Shares
25,150
Previous 25,150
-0.0%
Holding current value
$632,522
Previous $657 Million
4.4%
% of portfolio
0.29%
Previous 0.3%
Shares
2 transactions
Others Institutions Holding SPAB
# of Institutions
506Shares Held
270MCall Options Held
800Put Options Held
0-
Lpl Financial LLC Fort Mill, SC26.2MShares$660 Million0.31% of portfolio
-
Cwm, LLC16.3MShares$411 Million1.69% of portfolio
-
State Street Corp Boston, MA12.9MShares$325 Million0.01% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC12.8MShares$322 Million6.21% of portfolio
-
Envestnet Asset Management Inc11.5MShares$290 Million0.1% of portfolio