Triad Wealth Partners, LLC Spdr Portfolio Aggregate Bond Transaction History
Triad Wealth Partners, LLC
- $495 Billion
- Q2 2025
A detailed history of Triad Wealth Partners, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 20,452 shares of SPAB stock, worth $521,730. This represents 0.11% of its overall portfolio holdings.
Number of Shares
20,452
Previous 24,688
17.16%
Holding current value
$521,730
Previous $631 Million
16.96%
% of portfolio
0.11%
Previous 0.2%
Shares
6 transactions
Others Institutions Holding SPAB
# of Institutions
563Shares Held
275MCall Options Held
0Put Options Held
300-
Lpl Financial LLC Fort Mill, SC22.2MShares$565 Million0.2% of portfolio
-
Cwm, LLC17.1MShares$436 Million1.54% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC12.6MShares$322 Million5.44% of portfolio
-
State Street Corp Boston, MA11.6MShares$296 Million0.01% of portfolio
-
Envestnet Asset Management Inc11.1MShares$283 Million0.09% of portfolio