Modern Wealth Management, LLC Spdr Portfolio Aggregate Bond Transaction History

Modern Wealth Management, LLC

  • $1.65 Trillion
  • Q3 2024

A detailed history of Modern Wealth Management, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Modern Wealth Management, LLC holds 64,561 shares of SPAB stock, worth $1.62 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
64,561
Previous 69,092 6.56%
Holding current value
$1.62 Million
Previous $1.73 Billion 2.65%
% of portfolio
0.1%
Previous 0.13%

Shares

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

Nov 05, 2024
SELL
$24.86 - $26.33 $112,640 - $119,301
-4,531 Reduced 6.56%
64,561 $1.69 Billion
Q2 2024

Aug 07, 2024
BUY
$24.54 - $25.28 $1.7 Million - $1.75 Million
69,092 New
69,092 $1.73 Billion

Others Institutions Holding SPAB

# of Institutions
517
Shares Held
272M
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
Track This Portfolio

Track Modern Wealth Management, LLC Portfolio

Follow Modern Wealth Management, 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 Modern Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modern Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email