Trinity Wealth Management, LLC Spdr Portfolio Aggregate Bond Transaction History
Trinity Wealth Management, LLC
- $218 Million
- Q1 2025
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 1,112,560 shares of SPAB stock, worth $28.1 Million. This represents 12.98% of its overall portfolio holdings.
Number of Shares
1,112,560
Previous 1,097,723
1.35%
Holding current value
$28.1 Million
Previous $27.4 Million
3.38%
% of portfolio
12.98%
Previous 12.42%
Shares
21 transactions
Others Institutions Holding SPAB
# of Institutions
547Shares Held
268MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC25.7MShares$649 Million0.27% of portfolio
-
Cwm, LLC16.3MShares$413 Million1.69% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC11.7MShares$297 Million5.59% of portfolio
-
Envestnet Asset Management Inc10.9MShares$277 Million0.09% of portfolio
-
State Street Corp Boston, MA10.2MShares$257 Million0.01% of portfolio