Triad Wealth Partners, LLC Spdr Portfolio Aggregate Bond Transaction History
Triad Wealth Partners, LLC
- $188 Billion
- Q3 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 47,143 shares of SPAB stock, worth $1.2 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
47,143
Previous 3
1571333.33%
Holding current value
$1.2 Million
Previous $75,000
1642990.67%
% of portfolio
0.66%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SPAB
# of Institutions
488Shares Held
243MCall Options Held
300Put Options Held
0-
Lpl Financial LLC Fort Mill, SC22.8MShares$581 Million0.29% of portfolio
-
Cwm, LLC15.1MShares$383 Million1.69% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC11.9MShares$303 Million7.2% of portfolio
-
Envestnet Asset Management Inc10.9MShares$276 Million0.1% of portfolio
-
Cerity Partners LLC New York, NY8.9MShares$226 Million0.59% of portfolio