Burt Wealth Advisors Spdr Portfolio Aggregate Bond Transaction History

Burt Wealth Advisors

  • $395 Million
  • Q4 2024

A detailed history of Burt Wealth Advisors transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Burt Wealth Advisors holds 307,341 shares of SPAB stock, worth $7.72 Million. This represents 1.95% of its overall portfolio holdings.

Number of Shares
307,341
Previous 316,574 2.92%
Holding current value
$7.72 Million
Previous $8.28 Million 7.19%
% of portfolio
1.95%
Previous 2.07%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
SELL
$24.94 - $26.14 $230,271 - $241,350
-9,233 Reduced 2.92%
307,341 $7.68 Million
Q3 2024

Oct 31, 2024
SELL
$24.86 - $26.33 $120,894 - $128,042
-4,863 Reduced 1.51%
316,574 $8.28 Million
Q2 2024

Jul 16, 2024
SELL
$24.54 - $25.28 $210,675 - $217,028
-8,585 Reduced 2.6%
321,437 $8.06 Million
Q1 2024

Apr 18, 2024
BUY
$24.99 - $25.67 $7,172 - $7,367
287 Added 0.09%
330,022 $8.34 Million
Q4 2023

Feb 01, 2024
BUY
$23.71 - $25.74 $7.82 Million - $8.49 Million
329,735 New
329,735 $8.45 Million
Q2 2022

Jul 29, 2022
BUY
$25.67 - $27.71 $8.14 Million - $8.79 Million
317,265 New
317,265 $8.36 Million

Others Institutions Holding SPAB

# of Institutions
517
Shares Held
272M
Call Options Held
800
Put Options Held
0
View Full List

About SPDR PORTFOLIO AGGREGATE BOND

SPAB Quotes by TradingView
  • Ticker SPAB
  • Sector ETFs
  • Industry ETFs
More about SPAB
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