Able Wealth Management LLC Spdr Bloomberg 1 3 Month T Bil Transaction History

Able Wealth Management LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	SELL	$91.45 - $91.75 $33,745 - $33,855	-369 Reduced 12.88%	2,497 $229 Million
Q4 2024 Feb 03, 2025	SELL	$91.29 - $91.8 $68,376 - $68,758	-749 Reduced 20.72%	2,866 $262 Million
Q3 2024 Nov 01, 2024	SELL	$91.42 - $91.82 $111,898 - $112,387	-1,224 Reduced 25.29%	3,615 $332 Million
Q2 2024 Nov 01, 2024	SELL	$91.42 - $91.82 $21,849 - $21,944	-239 Reduced 4.71%	4,839 $444 Million
Q1 2024 Nov 01, 2024	SELL	$91.4 - $91.8 $34,640 - $34,792	-379 Reduced 6.95%	5,078 $466 Million
Q4 2023 Feb 20, 2024	BUY	$91.22 - $91.84 $497,787 - $501,170	5,457 New	5,457 $499 Million

1,275

243M

36.5K

8.7K

Get notified when there are updates to the investment portfolio of Able Wealth Management LLC, based on Form 13F filings with the SEC.

Stay updated on Able Wealth Management LLC with notifications on news.