Rochester Wealth Strategies, LLC Spdr Portfolio Aggregate Bond Transaction History
Rochester Wealth Strategies, LLC
- $159 Billion
- Q4 2025
A detailed history of Rochester Wealth Strategies, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Rochester Wealth Strategies, LLC holds 455,432 shares of SPAB stock, worth $11.7 Million. This represents 7.36% of its overall portfolio holdings.
Number of Shares
455,432
Previous 424,875
7.19%
Holding current value
$11.7 Million
Previous $11 Billion
6.78%
% of portfolio
7.36%
Previous 7.19%
Shares
4 transactions
Others Institutions Holding SPAB
# of Institutions
551Shares Held
279MCall 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