True Private Wealth Advisors Spdr Portfolio Aggregate Bond Transaction History
True Private Wealth Advisors
- $762 Million
- Q2 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 143,297 shares of SPAB stock, worth $3.7 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
143,297
Previous 120,158
19.26%
Holding current value
$3.7 Million
Previous $3.07 Million
19.56%
% of portfolio
0.48%
Previous 0.39%
Shares
3 transactions
Others Institutions Holding SPAB
# of Institutions
555Shares Held
285MCall Options Held
0Put Options Held
0-
State Street Corp Boston, MA23.6MShares$611 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.2MShares$573 Million0.2% of portfolio
-
Cwm, LLC17.1MShares$442 Million1.54% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC12.6MShares$326 Million5.44% of portfolio
-
Envestnet Asset Management Inc11.1MShares$287 Million0.09% of portfolio