Triad Wealth Partners, LLC Spdr Portfolio Aggregate Bond Transaction History
Triad Wealth Partners, LLC
- $277 Billion
- Q4 2024
A detailed history of Triad Wealth Partners, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 32,601 shares of SPAB stock, worth $832,955. This represents 0.29% of its overall portfolio holdings.
Number of Shares
32,601
Previous 47,143
30.85%
Holding current value
$832,955
Previous $1.23 Billion
33.89%
% of portfolio
0.29%
Previous 0.66%
Shares
4 transactions
Others Institutions Holding SPAB
# of Institutions
538Shares Held
271MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC25.7MShares$656 Million0.27% of portfolio
-
Cwm, LLC16.3MShares$417 Million1.69% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC12.8MShares$328 Million6.21% of portfolio
-
Envestnet Asset Management Inc10.9MShares$280 Million0.09% of portfolio
-
State Street Corp Boston, MA10.2MShares$260 Million0.01% of portfolio