Peak Financial Advisors LLC Spdr Portfolio Aggregate Bond Transaction History

Peak Financial Advisors LLC

  • $159 Million
  • Q3 2024

A detailed history of Peak Financial Advisors LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Peak Financial Advisors LLC holds 8,128 shares of SPAB stock, worth $205,150. This represents 0.13% of its overall portfolio holdings.

Number of Shares
8,128
Previous 11,415 28.8%
Holding current value
$205,150
Previous $286,000 25.87%
% of portfolio
0.13%
Previous 0.21%

Shares

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

Oct 09, 2024
SELL
$24.86 - $26.33 $81,714 - $86,546
-3,287 Reduced 28.8%
8,128 $212,000
Q2 2024

Jul 12, 2024
BUY
$24.54 - $25.28 $280,124 - $288,571
11,415 New
11,415 $286,000
Q3 2023

Oct 10, 2023
SELL
$24.28 - $25.47 $173,966 - $182,492
-7,165 Reduced 45.13%
8,712 $212,000
Q2 2023

Jul 10, 2023
BUY
$25.22 - $26.01 $400,417 - $412,960
15,877 New
15,877 $402,000
Q4 2022

Jan 12, 2023
BUY
$24.25 - $25.85 $2.63 Million - $2.81 Million
108,644 Added 52.88%
314,100 $7.89 Billion
Q3 2022

Oct 26, 2022
BUY
$24.75 - $27.0 $1.49 Million - $1.62 Million
60,098 Added 41.34%
205,456 $5.13 Million
Q2 2022

Jul 14, 2022
SELL
$25.67 - $27.71 $1.48 Million - $1.6 Million
-57,698 Reduced 28.41%
145,358 $3.83 Million
Q1 2022

Apr 22, 2022
BUY
$27.54 - $29.46 $169,315 - $181,120
6,148 Added 3.12%
203,056 $5.64 Million
Q4 2021

Jan 19, 2022
BUY
$29.5 - $29.98 $5.81 Million - $5.9 Million
196,908 New
196,908 $5.83 Million

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
Track This Portfolio

Track Peak Financial Advisors LLC Portfolio

Follow Peak Financial 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 Peak Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Peak Financial Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email