Modern Wealth Management, LLC Spdr Portfolio Aggregate Bond Transaction History
Modern Wealth Management, LLC
- $2.86 Trillion
- Q4 2024
A detailed history of Modern Wealth Management, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Modern Wealth Management, LLC holds 11,120 shares of SPAB stock, worth $277,666. This represents 0.01% of its overall portfolio holdings.
Number of Shares
11,120
Previous 64,561
82.78%
Holding current value
$277,666
Previous $1.69 Billion
83.42%
% of portfolio
0.01%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding SPAB
# of Institutions
525Shares Held
272MCall Options Held
800Put Options Held
0-
Lpl Financial LLC Fort Mill, SC25.7MShares$641 Million0.27% of portfolio
-
Cwm, LLC16.3MShares$408 Million1.69% of portfolio
-
State Street Corp Boston, MA12.9MShares$322 Million0.01% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC12.8MShares$320 Million6.21% of portfolio
-
Envestnet Asset Management Inc10.9MShares$273 Million0.09% of portfolio