Tolleson Wealth Management, Inc. Spdr Portfolio Aggregate Bond Transaction History
Tolleson Wealth Management, Inc.
- $611 Million
- Q3 2025
A detailed history of Tolleson Wealth Management, Inc. transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Tolleson Wealth Management, Inc. holds 10,180 shares of SPAB stock, worth $262,542. This represents 0.04% of its overall portfolio holdings.
Number of Shares
10,180
Previous 10,180
-0.0%
Holding current value
$262,542
Previous $260,000
1.15%
% of portfolio
0.04%
Previous 0.05%
Shares
5 transactions
Others Institutions Holding SPAB
# of Institutions
546Shares 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