Private Wealth Asset Management, LLC Spdr Portfolio Aggregate Bond Transaction History
Private Wealth Asset Management, LLC
- $800 Million
- Q3 2025
A detailed history of Private Wealth Asset Management, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Private Wealth Asset Management, LLC holds 2,078 shares of SPAB stock, worth $53,591. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,078
Previous 5,619
63.02%
Holding current value
$53,591
Previous $144 Million
99.96%
% of portfolio
0.01%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding SPAB
# of Institutions
545Shares Held
280MCall 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