Wealth Advisory Solutions, LLC Spdr Portfolio Aggregate Bond Transaction History
Wealth Advisory Solutions, LLC
- $411 Million
- Q3 2025
A detailed history of Wealth Advisory Solutions, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Wealth Advisory Solutions, LLC holds 63,142 shares of SPAB stock, worth $1.63 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
63,142
Previous 58,878
7.24%
Holding current value
$1.63 Million
Previous $1.51 Million
8.29%
% of portfolio
0.4%
Previous 0.38%
Shares
18 transactions
Others Institutions Holding SPAB
# of Institutions
547Shares Held
282MCall 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