Investments & Financial Planning, LLC Spdr Portfolio Aggregate Bond Transaction History

Investments & Financial Planning, LLC

  • $158 Million
  • Q3 2024

A detailed history of Investments & Financial Planning, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Investments & Financial Planning, LLC holds 18,649 shares of SPAB stock, worth $470,700. This represents 0.31% of its overall portfolio holdings.

Number of Shares
18,649
Previous 17,816 4.68%
Holding current value
$470,700
Previous $447,000 8.95%
% of portfolio
0.31%
Previous 0.3%

Shares

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

Oct 15, 2024
BUY
$24.86 - $26.33 $20,708 - $21,932
833 Added 4.68%
18,649 $487,000
Q2 2024

Jul 18, 2024
SELL
$24.54 - $25.28 $27,460 - $28,288
-1,119 Reduced 5.91%
17,816 $447,000
Q1 2024

May 03, 2024
SELL
$24.99 - $25.67 $13,194 - $13,553
-528 Reduced 2.71%
18,935 $478,000
Q4 2023

Jan 18, 2024
BUY
$23.71 - $25.74 $134,080 - $145,559
5,655 Added 40.95%
19,463 $499,000
Q3 2023

Oct 18, 2023
SELL
$24.28 - $25.47 $30,665 - $32,168
-1,263 Reduced 8.38%
13,808 $336,000
Q2 2023

Jul 18, 2023
SELL
$25.22 - $26.01 $12,282 - $12,666
-487 Reduced 3.13%
15,071 $382,000
Q1 2023

May 02, 2023
SELL
$24.92 - $26.08 $34,015 - $35,599
-1,365 Reduced 8.07%
15,558 $401,000
Q4 2022

Feb 28, 2023
SELL
$24.25 - $25.85 $43,407 - $46,271
-1,790 Reduced 9.57%
16,923 $425,000
Q2 2022

Aug 11, 2022
SELL
$25.67 - $27.71 $67,820 - $73,209
-2,642 Reduced 12.37%
18,713 $493,000
Q1 2022

May 09, 2022
SELL
$27.54 - $29.46 $1,349 - $1,443
-49 Reduced 0.23%
21,355 $593,000
Q4 2021

Feb 11, 2022
BUY
$29.5 - $29.98 $631,418 - $641,691
21,404 New
21,404 $607,000

Others Institutions Holding SPAB

# of Institutions
492
Shares Held
260M
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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