Rockbridge Investment Management, Lcc Spdr Portfolio Aggregate Bond Transaction History
Rockbridge Investment Management, Lcc
- $1.01 Trillion
- Q3 2025
A detailed history of Rockbridge Investment Management, Lcc transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Rockbridge Investment Management, Lcc holds 422,937 shares of SPAB stock, worth $10.9 Million. This represents 1.08% of its overall portfolio holdings.
Number of Shares
422,937
Previous 434,268
2.61%
Holding current value
$10.9 Million
Previous $11.1 Billion
1.66%
% of portfolio
1.08%
Previous 1.19%
Shares
22 transactions
Others Institutions Holding SPAB
# of Institutions
548Shares 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