Melone Private Wealth, LLC Spdr Portfolio Aggregate Bond Transaction History
Melone Private Wealth, LLC
- $190 Million
- Q1 2025
A detailed history of Melone Private Wealth, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Melone Private Wealth, LLC holds 213,068 shares of SPAB stock, worth $5.38 Million. This represents 2.85% of its overall portfolio holdings.
Number of Shares
213,068
Previous 211,039
0.96%
Holding current value
$5.38 Million
Previous $5.27 Million
3.0%
% of portfolio
2.85%
Previous 2.73%
Shares
14 transactions
Others Institutions Holding SPAB
# of Institutions
547Shares Held
268MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC25.7MShares$649 Million0.27% of portfolio
-
Cwm, LLC16.3MShares$413 Million1.69% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC11.7MShares$297 Million5.59% of portfolio
-
Envestnet Asset Management Inc10.9MShares$277 Million0.09% of portfolio
-
State Street Corp Boston, MA10.2MShares$257 Million0.01% of portfolio