Plan A Wealth LLC Spdr Portfolio Aggregate Bond Transaction History
Plan A Wealth LLC
- $197 Billion
- Q3 2025
A detailed history of Plan A Wealth LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Plan A Wealth LLC holds 19,139 shares of SPAB stock, worth $493,594. This represents 0.25% of its overall portfolio holdings.
Number of Shares
19,139
Previous 26,998
29.11%
Holding current value
$493,594
Previous $691 Million
28.42%
% of portfolio
0.25%
Previous 0.39%
Shares
4 transactions
Others Institutions Holding SPAB
# of Institutions
547Shares Held
282MCall 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