Forza Wealth Management, LLC Spdr Portfolio Aggregate Bond Transaction History

Forza Wealth Management, LLC

  • $218 Billion
  • Q3 2024

A detailed history of Forza Wealth Management, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Forza Wealth Management, LLC holds 25,150 shares of SPAB stock, worth $639,816. This represents 0.3% of its overall portfolio holdings.

Number of Shares
25,150
Previous 25,150 -0.0%
Holding current value
$639,816
Previous $631 Million 4.18%
% of portfolio
0.3%
Previous 0.33%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024
BUY
$24.99 - $25.67 $628,498 - $645,600
25,150 New
25,150 $636 Million
Q4 2022

Feb 06, 2023
BUY
$24.25 - $25.85 $202,487 - $215,847
8,350 New
8,350 $210 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 Forza Wealth Management, LLC Portfolio

Follow Forza Wealth Management, 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 Forza Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forza Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email