Modern Wealth Management, LLC Spdr Portfolio Aggregate Bond Transaction History
Modern Wealth Management, LLC
- $1.65 Trillion
- Q3 2024
A detailed history of Modern Wealth Management, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Modern Wealth Management, LLC holds 64,561 shares of SPAB stock, worth $1.61 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
64,561
Previous 69,092
6.56%
Holding current value
$1.61 Million
Previous $1.73 Billion
2.65%
% of portfolio
0.1%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding SPAB
# of Institutions
494Shares Held
262MCall Options Held
800Put Options Held
0-
Lpl Financial LLC Fort Mill, SC26.2MShares$656 Million0.31% of portfolio
-
Cwm, LLC15.1MShares$377 Million1.69% of portfolio
-
State Street Corp Boston, MA12.9MShares$323 Million0.01% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC11.9MShares$298 Million7.2% of portfolio
-
Envestnet Asset Management Inc11.5MShares$288 Million0.1% of portfolio