Rochester Wealth Strategies, LLC Spdr Portfolio Aggregate Bond Transaction History
Rochester Wealth Strategies, LLC
- $153 Billion
- Q3 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 424,875 shares of SPAB stock, worth $11 Million. This represents 7.19% of its overall portfolio holdings.
Number of Shares
424,875
Previous 350,915
21.08%
Holding current value
$11 Million
Previous $8.98 Billion
22.26%
% of portfolio
7.19%
Previous 6.44%
Shares
3 transactions
Others Institutions Holding SPAB
# of Institutions
546Shares Held
280MCall 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