Jfs Wealth Advisors, LLC Spdr Portfolio Aggregate Bond Transaction History

Jfs Wealth Advisors, LLC

$1.46 Billion
Q4 2024

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 2,689 shares of SPAB stock, worth $67,628. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,689

Previous 7,495 64.12%

Holding current value

$67,628

Previous $195,000 65.64%

% of portfolio

0.0%

Previous 0.01%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$24.94 - $26.14 $119,861 - $125,628	-4,806 Reduced 64.12%	2,689 $67,000
Q3 2024 Oct 25, 2024	BUY	$24.86 - $26.33 $621 - $658	25 Added 0.33%	7,495 $195,000
Q2 2024 Jul 15, 2024	BUY	$24.54 - $25.28 $119,362 - $122,961	4,864 Added 186.65%	7,470 $187,000
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	$29.5 - $29.98 $4,454 - $4,526	151 Added 6.25%	2,566 $76,000
Q3 2021 Nov 09, 2021	BUY	$29.83 - $30.33 $5,429 - $5,520	182 Added 8.15%	2,415 $72,000
Q2 2021 Aug 04, 2021	BUY	$29.63 - $30.01 $414 - $420	14 Added 0.63%	2,233 $67,000
Q1 2021 Apr 28, 2021	BUY	$29.52 - $30.77 $7,557 - $7,877	256 Added 13.04%	2,219 $66,000
Q4 2020 Feb 01, 2021	BUY	$30.52 - $30.88 $824 - $833	27 Added 1.39%	1,963 $60,000
Q3 2020 Oct 28, 2020	SELL	$30.77 - $31.23 $1,600 - $1,623	-52 Reduced 2.62%	1,936 $60,000
Q2 2020 Aug 05, 2020	SELL	$30.0 - $30.86 $4,440 - $4,567	-148 Reduced 6.93%	1,988 $61,000
Q1 2020 Apr 29, 2020	BUY	$27.93 - $30.83 $4,664 - $5,148	167 Added 8.48%	2,136 $65,000
Q4 2019 Feb 03, 2020	BUY	$29.24 - $29.77 $24,152 - $24,590	826 Added 72.27%	1,969 $58,000
Q3 2019 Oct 31, 2019	BUY	$29.25 - $29.64 $3,217 - $3,260	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

# of Institutions

516

Shares Held

273M

Call Options Held

800

Put Options Held

View Full List

About SPDR PORTFOLIO AGGREGATE BOND

Ticker SPAB
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Jfs Wealth Advisors, LLC Spdr Portfolio Aggregate Bond Transaction History