Epic Trust Investment Advisors, LLC Spdr Portfolio Aggregate Bond Transaction History

Epic Trust Investment Advisors, LLC

  • $84.7 Million
  • Q2 2024

A detailed history of Epic Trust Investment Advisors, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Epic Trust Investment Advisors, LLC holds 35,968 shares of SPAB stock, worth $904,595. This represents 1.06% of its overall portfolio holdings.

Number of Shares
35,968
Previous 35,936 0.09%
Holding current value
$904,595
Previous $908,000 0.66%
% of portfolio
1.06%
Previous 1.18%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024
BUY
$24.54 - $25.28 $785 - $808
32 Added 0.09%
35,968 $902,000
Q1 2024

Apr 19, 2024
BUY
$24.99 - $25.67 $79,418 - $81,579
3,178 Added 9.7%
35,936 $908,000
Q4 2023

Feb 05, 2024
BUY
$23.71 - $25.74 $568,067 - $616,704
23,959 Added 272.29%
32,758 $839,000
Q3 2023

Oct 16, 2023
BUY
$24.28 - $25.47 $213,639 - $224,110
8,799 New
8,799 $214,000

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
Track This Portfolio

Track Epic Trust Investment Advisors, LLC Portfolio

Follow Epic Trust Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Epic Trust Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Epic Trust Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email