Trinity Wealth Management, LLC Spdr Portfolio Aggregate Bond Transaction History
Trinity Wealth Management, LLC
- $221 Million
- Q4 2024
A detailed history of Trinity Wealth Management, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Trinity Wealth Management, LLC holds 1,097,723 shares of SPAB stock, worth $28 Million. This represents 12.42% of its overall portfolio holdings.
Number of Shares
1,097,723
Previous 1,038,488
5.7%
Holding current value
$28 Million
Previous $27.1 Million
1.05%
% of portfolio
12.42%
Previous 12.45%
Shares
20 transactions
Others Institutions Holding SPAB
# of Institutions
541Shares Held
271MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC25.7MShares$655 Million0.27% of portfolio
-
Cwm, LLC16.3MShares$416 Million1.69% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC12.8MShares$327 Million6.21% of portfolio
-
Envestnet Asset Management Inc10.9MShares$279 Million0.09% of portfolio
-
State Street Corp Boston, MA10.2MShares$260 Million0.01% of portfolio