A detailed history of Jfs Wealth Advisors, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 2,606 shares of SPAB stock, worth $65,384. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,606
Previous 2,590 0.62%
Holding current value
$65,384
Previous $66,000 1.52%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Apr 30, 2024

BUY
$24.99 - $25.67 $399 - $410
16 Added 0.62%
2,606 $65,000
Q4 2023

Feb 07, 2024

BUY
$23.71 - $25.74 $569 - $617
24 Added 0.94%
2,590 $66,000
Q4 2021

Feb 03, 2022

BUY
N/A
151 Added 6.25%
2,566 $76,000
Q3 2021

Nov 09, 2021

BUY
N/A
182 Added 8.15%
2,415 $72,000
Q2 2021

Aug 04, 2021

BUY
N/A
14 Added 0.63%
2,233 $67,000
Q1 2021

Apr 28, 2021

BUY
N/A
256 Added 13.04%
2,219 $66,000
Q4 2020

Feb 01, 2021

BUY
N/A
27 Added 1.39%
1,963 $60,000
Q3 2020

Oct 28, 2020

SELL
N/A
-52 Reduced 2.62%
1,936 $60,000
Q2 2020

Aug 05, 2020

SELL
N/A
-148 Reduced 6.93%
1,988 $61,000
Q1 2020

Apr 29, 2020

BUY
N/A
167 Added 8.48%
2,136 $65,000
Q4 2019

Feb 03, 2020

BUY
N/A
826 Added 72.27%
1,969 $58,000
Q3 2019

Oct 31, 2019

BUY
N/A
110 Added 10.65%
1,143 $34,000
Q2 2019

Aug 06, 2019

BUY
N/A
127 Added 14.02%
1,033 $30,000
Q1 2019

Apr 23, 2019

SELL
N/A
-12,730 Reduced 93.36%
906 $26,000
Q4 2018

Jan 28, 2019

BUY
N/A
13,070 Added 2309.19%
13,636 $380,000
Q3 2018

Nov 09, 2018

BUY
N/A
566 New
566 $16,000

Others Institutions Holding SPAB

About SPDR PORTFOLIO AGGREGATE BOND


  • Ticker SPAB
  • Sector ETFs
  • Industry ETFs
More about SPAB
Track This Portfolio

Track Jfs Wealth Advisors, LLC Portfolio

Follow Jfs Wealth 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 Jfs Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jfs Wealth Advisors, LLC with notifications on news.