Foundations Investment Advisors, LLC Spdr Portfolio Aggregate Bond Transaction History

Foundations Investment Advisors, LLC

  • $3.58 Billion
  • Q1 2024

A detailed history of Foundations Investment Advisors, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 149,995 shares of SPAB stock, worth $3.76 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
149,995
Previous 135,126 11.0%
Holding current value
$3.76 Million
Previous $3.46 Million 9.44%
% of portfolio
0.11%
Previous 0.1%

Shares

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

May 13, 2024
BUY
$24.99 - $25.67 $371,576 - $381,687
14,869 Added 11.0%
149,995 $3.79 Million
Q4 2023

Feb 08, 2024
BUY
$23.71 - $25.74 $1,920 - $2,084
81 Added 0.06%
135,126 $3.46 Million
Q3 2023

Oct 05, 2023
BUY
$24.28 - $25.47 $263,462 - $276,374
10,851 Added 8.74%
135,045 $3.29 Million
Q2 2023

Jul 19, 2023
BUY
$25.22 - $26.01 $706,412 - $728,540
28,010 Added 29.12%
124,194 $3.15 Million
Q1 2023

Apr 25, 2023
BUY
$24.92 - $26.08 $690,707 - $722,859
27,717 Added 40.48%
96,184 $2.48 Million
Q4 2022

Jan 11, 2023
BUY
$24.4 - $25.85 $584,746 - $619,495
23,965 Added 53.85%
68,467 $0
Q3 2022

Oct 19, 2022
BUY
N/A
4,063 Added 10.05%
44,502 $1.11 Million
Q2 2022

Jul 08, 2022
BUY
N/A
1,915 Added 4.97%
40,439 $1.07 Million
Q1 2022

Apr 19, 2022
BUY
N/A
3,846 Added 11.09%
38,524 $1.04 Million
Q4 2021

Jan 21, 2022
BUY
N/A
3,239 Added 10.3%
34,678 $1.01 Million
Q3 2021

Oct 13, 2021
SELL
N/A
-46 Reduced 0.15%
31,439 $937,000
Q2 2021

Jul 14, 2021
BUY
N/A
7,287 Added 30.11%
31,485 $948,000
Q1 2021

Apr 09, 2021
BUY
N/A
3,184 Added 15.15%
24,198 $719,000
Q4 2020

Jan 13, 2021
BUY
N/A
172 Added 0.83%
21,014 $642,000
Q3 2020

Oct 07, 2020
BUY
N/A
1,751 Added 9.17%
20,842 $641,000
Q2 2020

Jul 08, 2020
BUY
N/A
1,583 Added 9.04%
19,091 $589,000
Q1 2020

Apr 06, 2020
BUY
N/A
2,696 Added 18.2%
17,508 $529,000
Q4 2019

Jan 09, 2020
BUY
N/A
3,333 Added 29.04%
14,812 $437,000
Q3 2019

Oct 07, 2019
BUY
N/A
11,479 New
11,479 $341,000
Q1 2019

Apr 08, 2019
SELL
N/A
-8,282 Closed
0 $0
Q4 2018

Feb 11, 2019
BUY
N/A
8,282 New
8,282 $232,000

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
Track This Portfolio

Track Foundations Investment Advisors, LLC Portfolio

Follow Foundations Investment Advisors, 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 Foundations Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foundations Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email