Echo Wealth Management, LLC Spdr Portfolio Aggregate Bond Transaction History

Echo Wealth Management, LLC

$127 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 29, 2022	SELL	$25.67 - $27.71 $98,033 - $105,824	-3,819 Reduced 19.62%	15,642 $412,000
Q1 2022 May 16, 2022	BUY	$27.54 - $29.46 $33,323 - $35,646	1,210 Added 6.63%	19,461 $524,000
Q4 2021 Jan 18, 2022	BUY	$29.5 - $29.98 $101,657 - $103,311	3,446 Added 23.28%	18,251 $533,000
Q3 2021 Oct 22, 2021	SELL	$29.83 - $30.33 $27,234 - $27,691	-913 Reduced 5.81%	14,805 $439,000
Q2 2021 Jul 14, 2021	SELL	$29.63 - $30.01 $18,133 - $18,366	-612 Reduced 3.75%	15,718 $475,000
Q1 2021 Apr 07, 2021	SELL	$29.52 - $30.77 $64,825 - $67,570	-2,196 Reduced 11.85%	16,330 $484,000
Q4 2020 Feb 22, 2021	BUY	$30.52 - $30.88 $565,413 - $572,082	18,526 New	18,526 $570,000

Others Institutions Holding SPAB

# of Institutions

492

Shares Held

260M

Call Options Held

800

Put Options Held

0

About SPDR PORTFOLIO AGGREGATE BOND

Ticker SPAB
Sector ETFs
Industry ETFs

More about SPAB

Track This Portfolio

Portfolio Update

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

News

Stay updated on Echo Wealth Management, LLC with notifications on news.