Jfs Wealth Advisors, LLC Spdr Portfolio Aggregate Bond Transaction History

Jfs Wealth Advisors, LLC

  • $1.47 Billion
  • Q1 2025

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 2,530 shares of SPAB stock, worth $63,604. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,530
Previous 2,689 5.91%
Holding current value
$63,604
Previous $67,000 4.48%
% of portfolio
0.0%
Previous 0.0%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
SELL
$24.73 - $25.62 $3,932 - $4,073
-159 Reduced 5.91%
2,530 $64,000
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
562
Shares Held
269M
Call Options Held
0
Put Options Held
300
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 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.

Choose your preferred platform and Sign Up 👇 Telegram Email