Kerber Rose Wealth Management, LLC Spdr Portfolio Aggregate Bond Transaction History
Kerber Rose Wealth Management, LLC
- $123 Million
- Q2 2022
A detailed history of Kerber Rose Wealth Management, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Kerber Rose Wealth Management, LLC holds 29,151 shares of SPAB stock, worth $729,941. This represents 0.63% of its overall portfolio holdings.
Number of Shares
29,151Holding current value
$729,941% of portfolio
0.63%Shares
1 transactions
Others Institutions Holding SPAB
# of Institutions
498Shares Held
263MCall Options Held
800Put Options Held
0-
Lpl Financial LLC Fort Mill, SC26.2MShares$657 Million0.31% of portfolio
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Cwm, LLC15.1MShares$377 Million1.69% of portfolio
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State Street Corp Boston, MA12.9MShares$323 Million0.01% of portfolio
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Cliftonlarsonallen Wealth Advisors, LLC12.8MShares$321 Million6.21% of portfolio
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Envestnet Asset Management Inc11.5MShares$289 Million0.1% of portfolio