Family Wealth Group, LLC Spdr Portfolio Aggregate Bond Transaction History

Family Wealth Group, LLC

  • $92.9 Million
  • Q3 2024

A detailed history of Family Wealth Group, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Family Wealth Group, LLC holds 85,855 shares of SPAB stock, worth $2.18 Million. This represents 2.42% of its overall portfolio holdings.

Number of Shares
85,855
Previous 84,278 1.87%
Holding current value
$2.18 Million
Previous $2.11 Million 6.15%
% of portfolio
2.42%
Previous 2.29%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$24.86 - $26.33 $39,204 - $41,522
1,577 Added 1.87%
85,855 $2.24 Million
Q2 2024

Aug 14, 2024
BUY
$24.54 - $25.28 $194,307 - $200,167
7,918 Added 10.37%
84,278 $2.11 Million
Q1 2024

Aug 14, 2024
BUY
$24.99 - $25.67 $519,517 - $533,653
20,789 Added 37.41%
76,360 $1.93 Million
Q4 2023

Feb 14, 2024
BUY
$23.71 - $25.74 $1.32 Million - $1.43 Million
55,571 New
55,571 $1.42 Million

Others Institutions Holding SPAB

# of Institutions
493
Shares Held
261M
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 Family Wealth Group, LLC Portfolio

Follow Family Wealth Group, 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 Family Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Family Wealth Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email