Keystone Wealth Services, LLC Spdr Portfolio Aggregate Bond Transaction History
Keystone Wealth Services, LLC
- $418 Million
- Q3 2025
A detailed history of Keystone Wealth Services, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 38,173 shares of SPAB stock, worth $984,481. This represents 0.24% of its overall portfolio holdings.
Number of Shares
38,173
Previous 38,340
0.44%
Holding current value
$984,481
Previous $981,000
0.51%
% of portfolio
0.24%
Previous 0.26%
Shares
12 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