Forvis Wealth Advisors, LLC Spdr Portfolio Aggregate Bond Transaction History

Forvis Wealth Advisors, LLC

  • $4.26 Billion
  • Q3 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 13,230 shares of SPAB stock, worth $332,866. This represents 0.01% of its overall portfolio holdings.

Number of Shares
13,230
Previous 17,669 25.12%
Holding current value
$332,866
Previous $443,000 22.12%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024
SELL
$24.86 - $26.33 $110,353 - $116,878
-4,439 Reduced 25.12%
13,230 $345,000
Q2 2024

Aug 09, 2024
SELL
$24.54 - $25.28 $17,889 - $18,429
-729 Reduced 3.96%
17,669 $443,000
Q1 2024

Apr 19, 2024
SELL
$24.99 - $25.67 $59,251 - $60,863
-2,371 Reduced 11.42%
18,398 $465,000
Q4 2023

Jan 11, 2024
BUY
$23.71 - $25.74 $56,216 - $61,029
2,371 Added 12.89%
20,769 $532,000
Q3 2023

Oct 25, 2023
SELL
$24.28 - $25.47 $81,168 - $85,146
-3,343 Reduced 15.38%
18,398 $447,000
Q2 2023

Aug 08, 2023
BUY
$25.22 - $26.01 $3,808 - $3,927
151 Added 0.7%
21,741 $551,000
Q1 2023

Apr 26, 2023
SELL
$24.92 - $26.08 $22,253 - $23,289
-893 Reduced 3.97%
21,590 $556,000
Q4 2022

Feb 02, 2023
SELL
$24.25 - $25.85 $26,990 - $28,771
-1,113 Reduced 4.72%
22,483 $564,000
Q3 2022

Oct 13, 2022
SELL
$24.75 - $27.0 $57,642 - $62,883
-2,329 Reduced 8.98%
23,596 $589,000
Q2 2022

Jul 22, 2022
BUY
$25.67 - $27.71 $665,494 - $718,381
25,925 New
25,925 $683,000

Others Institutions Holding SPAB

# of Institutions
503
Shares Held
266M
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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