Peterson Wealth Advisors, LLC Spdr Portfolio Aggregate Bond Transaction History

Peterson Wealth Advisors, LLC

$480 Million
Q3 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 21, 2021	SELL	$29.83 - $30.33 $638,690 - $649,395	-21,411 Closed	0 $0
Q2 2021 Aug 02, 2021	BUY	$29.63 - $30.01 $10,696 - $10,833	361 Added 1.71%	21,411 $643,000
Q1 2021 Apr 28, 2021	SELL	$29.52 - $30.77 $5,254 - $5,477	-178 Reduced 0.84%	21,050 $624,000
Q4 2020 Jan 25, 2021	BUY	$30.52 - $30.88 $17,365 - $17,570	569 Added 2.75%	21,228 $654,000
Q3 2020 Oct 20, 2020	BUY	$30.77 - $31.23 $55,570 - $56,401	1,806 Added 9.58%	20,659 $637,000
Q2 2020 Jul 20, 2020	SELL	$30.0 - $30.86 $12,150 - $12,498	-405 Reduced 2.1%	18,853 $582,000
Q1 2020 Apr 21, 2020	BUY	$27.93 - $30.83 $122,919 - $135,682	4,401 Added 29.62%	19,258 $582,000
Q4 2019 Jan 23, 2020	BUY	$29.24 - $29.77 $8,333 - $8,484	285 Added 1.96%	14,857 $437,000
Q3 2019 Oct 17, 2019	SELL	$29.25 - $29.64 $39,604 - $40,132	-1,354 Reduced 8.5%	14,572 $432,000
Q2 2019 Jul 15, 2019	SELL	N/A	-1,055 Reduced 6.21%	15,926 $465,000
Q1 2019 Apr 16, 2019	BUY	N/A	2,492 Added 17.2%	16,981 $481,000
Q4 2018 Jan 29, 2019	SELL	N/A	-977 Reduced 6.32%	14,489 $404,000
Q3 2018 Oct 17, 2018	BUY	N/A	42 Added 0.27%	15,466 $429,000
Q2 2018 Jul 18, 2018	SELL	N/A	-15 Reduced 0.1%	15,424 $430,000
Q1 2018 Apr 20, 2018	BUY	N/A	15,439 New	15,439 $435,000

Others Institutions Holding SPAB

# of Institutions

493

Shares Held

261M

Call Options Held

800

Put Options Held

0

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