Falcon Wealth Planning Spdr Portfolio Aggregate Bond Transaction History

Falcon Wealth Planning

  • $810 Million
  • Q4 2024

A detailed history of Falcon Wealth Planning transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Falcon Wealth Planning holds 38,036 shares of SPAB stock, worth $956,605. This represents 0.12% of its overall portfolio holdings.

Number of Shares
38,036
Previous 17,070 122.82%
Holding current value
$956,605
Previous $446,000 113.0%
% of portfolio
0.12%
Previous 0.06%

Shares

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

Jan 22, 2025
BUY
$24.94 - $26.14 $522,892 - $548,051
20,966 Added 122.82%
38,036 $950,000
Q3 2024

Oct 30, 2024
SELL
$24.86 - $26.33 $55,487 - $58,768
-2,232 Reduced 11.56%
17,070 $446,000
Q2 2024

Jul 16, 2024
SELL
$24.54 - $25.28 $355,903 - $366,635
-14,503 Reduced 42.9%
19,302 $484,000
Q1 2024

Apr 15, 2024
SELL
$24.99 - $25.67 $56,002 - $57,526
-2,241 Reduced 6.22%
33,805 $854,000
Q4 2023

Jan 10, 2024
BUY
$23.71 - $25.74 $477,614 - $518,506
20,144 Added 126.68%
36,046 $924,000
Q3 2023

Oct 05, 2023
BUY
$24.28 - $25.47 $135,798 - $142,453
5,593 Added 54.25%
15,902 $387,000
Q1 2023

May 15, 2023
SELL
$24.92 - $26.08 $42,264 - $44,231
-1,696 Reduced 14.13%
10,309 $265,000
Q4 2022

Jan 20, 2023
SELL
$24.25 - $25.85 $44,013 - $46,917
-1,815 Reduced 13.13%
12,005 $0
Q3 2022

Nov 10, 2022
SELL
$24.75 - $27.0 $198,891 - $216,972
-8,036 Reduced 36.77%
13,820 $345,000
Q2 2022

Jul 20, 2022
BUY
$25.67 - $27.71 $561,043 - $605,629
21,856 New
21,856 $576,000

Others Institutions Holding SPAB

# of Institutions
503
Shares Held
267M
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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