Investment Planning Advisors, Inc. Ssga Active Trust Transaction History

Investment Planning Advisors, Inc.

  • $203 Million
  • Q2 2025

A detailed history of Investment Planning Advisors, Inc. transactions in Ssga Active Trust stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 9,630 shares of SRLN stock, worth $397,622. This represents 0.2% of its overall portfolio holdings.

Number of Shares
9,630
Previous 12,980 25.81%
Holding current value
$397,622
Previous $533,000 24.95%
% of portfolio
0.2%
Previous 0.26%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025
SELL
$39.47 - $41.59 $132,224 - $139,326
-3,350 Reduced 25.81%
9,630 $400,000
Q1 2025

Apr 22, 2025
SELL
$41.02 - $41.99 $16,982 - $17,383
-414 Reduced 3.09%
12,980 $533,000
Q4 2024

Jan 22, 2025
BUY
$41.48 - $42.08 $20,532 - $20,829
495 Added 3.84%
13,394 $558,000
Q2 2024

Jul 22, 2024
BUY
$41.68 - $42.09 $537,630 - $542,918
12,899 New
12,899 $539 Million

Others Institutions Holding SRLN

# of Institutions
584
Shares Held
134M
Call Options Held
35.2K
Put Options Held
28.3K
View Full List

About SSGA ACTIVE TRUST

SRLN Quotes by TradingView
  • Ticker SRLN
  • Sector ETFs
  • Industry ETFs
More about SRLN
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