Falcon Wealth Planning Spdr Portfolio Aggregate Bond Transaction History

Falcon Wealth Planning

  • $631 Million
  • Q1 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 33,805 shares of SPAB stock, worth $851,547. This represents 0.14% of its overall portfolio holdings.

Number of Shares
33,805
Previous 36,046 6.22%
Holding current value
$851,547
Previous $924,000 7.58%
% of portfolio
0.14%
Previous 0.16%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$24.4 - $25.85 $44,286 - $46,917
-1,815 Reduced 13.13%
12,005 $0
Q3 2022

Nov 10, 2022
SELL
N/A
-8,036 Reduced 36.77%
13,820 $345,000
Q2 2022

Jul 20, 2022
BUY
N/A
21,856 New
21,856 $576,000

Others Institutions Holding SPAB

# of Institutions
462
Shares Held
237M
Call Options Held
0
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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