Triad Wealth Partners, LLC Spdr Portfolio Aggregate Bond Transaction History
Triad Wealth Partners, LLC
- $775 Billion
- Q3 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 22,287 shares of SPAB stock, worth $574,781. This represents 0.07% of its overall portfolio holdings.
Number of Shares
22,287
Previous 20,452
8.97%
Holding current value
$574,781
Previous $524 Million
10.04%
% of portfolio
0.07%
Previous 0.11%
Shares
7 transactions
Others Institutions Holding SPAB
# of Institutions
545Shares 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