Forza Wealth Management, LLC Spdr Portfolio Aggregate Bond Transaction History
Forza Wealth Management, LLC
- $218 Billion
- Q3 2024
A detailed history of Forza Wealth Management, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Forza Wealth Management, LLC holds 25,150 shares of SPAB stock, worth $627,492. This represents 0.3% of its overall portfolio holdings.
Number of Shares
25,150
Previous 25,150
-0.0%
Holding current value
$627,492
Previous $631 Million
4.18%
% of portfolio
0.3%
Previous 0.33%
Shares
2 transactions
Others Institutions Holding SPAB
# of Institutions
494Shares Held
262MCall Options Held
800Put Options Held
0-
Lpl Financial LLC Fort Mill, SC26.2MShares$654 Million0.31% of portfolio
-
Cwm, LLC15.1MShares$376 Million1.69% of portfolio
-
State Street Corp Boston, MA12.9MShares$322 Million0.01% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC11.9MShares$298 Million7.2% of portfolio
-
Envestnet Asset Management Inc11.5MShares$288 Million0.1% of portfolio