Rochester Wealth Strategies, LLC Spdr Portfolio Aggregate Bond Transaction History
Rochester Wealth Strategies, LLC
- $126 Billion
- Q1 2025
A detailed history of Rochester Wealth Strategies, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Rochester Wealth Strategies, LLC holds 426,404 shares of SPAB stock, worth $10.8 Million. This represents 8.65% of its overall portfolio holdings.
Number of Shares
426,404Holding current value
$10.8 Million% of portfolio
8.65%Shares
1 transactions
Others Institutions Holding SPAB
# of Institutions
544Shares Held
269MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC25.7MShares$653 Million0.27% of portfolio
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Cwm, LLC16.3MShares$415 Million1.69% of portfolio
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Cliftonlarsonallen Wealth Advisors, LLC11.7MShares$299 Million5.59% of portfolio
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Envestnet Asset Management Inc10.9MShares$278 Million0.09% of portfolio
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State Street Corp Boston, MA10.2MShares$259 Million0.01% of portfolio