True Private Wealth Advisors Spdr Portfolio Aggregate Bond Transaction History
True Private Wealth Advisors
- $823 Million
- Q3 2025
A detailed history of True Private Wealth Advisors transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, True Private Wealth Advisors holds 147,875 shares of SPAB stock, worth $3.81 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
147,875
Previous 143,297
3.19%
Holding current value
$3.81 Million
Previous $3.67 Million
4.2%
% of portfolio
0.46%
Previous 0.48%
Shares
4 transactions
Others Institutions Holding SPAB
# of Institutions
549Shares Held
282MCall 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