True Wealth Advisors, LLC Spdr Portfolio Aggregate Bond Transaction History
True Wealth Advisors, LLC
- $276 Million
- Q2 2025
A detailed history of True Wealth Advisors, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, True Wealth Advisors, LLC holds 107,710 shares of SPAB stock, worth $2.75 Million. This represents 1.0% of its overall portfolio holdings.
Number of Shares
107,710
Previous 117,778
8.55%
Holding current value
$2.75 Million
Previous $3 Million
8.16%
% of portfolio
1.0%
Previous 1.19%
Shares
20 transactions
Others Institutions Holding SPAB
# of Institutions
564Shares Held
276MCall Options Held
0Put Options Held
300-
Lpl Financial LLC Fort Mill, SC23MShares$588 Million0.24% 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