Rochester Wealth Strategies, LLC Spdr Portfolio Aggregate Bond Transaction History
Rochester Wealth Strategies, LLC
- $139 Billion
- Q2 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 350,915 shares of SPAB stock, worth $8.92 Million. This represents 6.44% of its overall portfolio holdings.
Number of Shares
350,915
Previous 426,404
17.7%
Holding current value
$8.92 Million
Previous $10.9 Billion
17.51%
% of portfolio
6.44%
Previous 8.65%
Shares
2 transactions
Others Institutions Holding SPAB
# of Institutions
567Shares Held
275MCall Options Held
0Put Options Held
300-
Lpl Financial LLC Fort Mill, SC23MShares$586 Million0.24% of portfolio
-
Cwm, LLC17.1MShares$435 Million1.54% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC12.6MShares$321 Million5.44% of portfolio
-
State Street Corp Boston, MA11.6MShares$295 Million0.01% of portfolio
-
Envestnet Asset Management Inc11.4MShares$289 Million0.1% of portfolio