Modern Wealth Management, LLC Spdr Portfolio Aggregate Bond Transaction History
Modern Wealth Management, LLC
- $1.37 Trillion
- Q2 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 69,092 shares of SPAB stock, worth $1.81 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
69,092Holding current value
$1.81 Million% of portfolio
0.13%Shares
1 transactions
Others Institutions Holding SPAB
# of Institutions
480Shares Held
235MCall Options Held
300Put Options Held
0-
Lpl Financial LLC Fort Mill, SC22.8MShares$597 Million0.29% of portfolio
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Cwm, LLC14MShares$366 Million1.66% of portfolio
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Envestnet Asset Management Inc10.9MShares$284 Million0.1% of portfolio
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Cliftonlarsonallen Wealth Advisors, LLC10.8MShares$282 Million5.81% of portfolio
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Cerity Partners LLC New York, NY8.9MShares$233 Million0.59% of portfolio