True Private Wealth Advisors Spdr Portfolio Aggregate Bond Transaction History
True Private Wealth Advisors
- $788 Million
- Q1 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 120,158 shares of SPAB stock, worth $3.07 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
120,158
Previous 83,149
44.51%
Holding current value
$3.07 Million
Previous $2.08 Million
47.71%
% of portfolio
0.39%
Previous 0.27%
Shares
2 transactions
Others Institutions Holding SPAB
# of Institutions
567Shares Held
276MCall Options Held
0Put Options Held
300-
Lpl Financial LLC Fort Mill, SC23MShares$590 Million0.24% of portfolio
-
Cwm, LLC17.1MShares$437 Million1.54% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC12.6MShares$323 Million5.44% of portfolio
-
State Street Corp Boston, MA11.6MShares$297 Million0.01% of portfolio
-
Envestnet Asset Management Inc11.1MShares$284 Million0.09% of portfolio