Sax Wealth Advisors, LLC Spdr Portfolio Aggregate Bond Transaction History

Sax Wealth Advisors, LLC

  • $1.37 Billion
  • Q1 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 9,219 shares of SPAB stock, worth $234,439. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,219
Previous 9,722 5.17%
Holding current value
$234,439
Previous $242,000 2.89%
% of portfolio
0.02%
Previous 0.02%

Shares

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

May 14, 2025
SELL
$24.73 - $25.62 $12,439 - $12,886
-503 Reduced 5.17%
9,219 $235,000
Q4 2024

Jan 15, 2025
SELL
$24.94 - $26.14 $77,762 - $81,504
-3,118 Reduced 24.28%
9,722 $242,000
Q3 2024

Oct 17, 2024
BUY
$24.86 - $26.33 $99,440 - $105,320
4,000 Added 45.25%
12,840 $335,000
Q2 2024

Jul 12, 2024
BUY
$24.54 - $25.28 $216,933 - $223,475
8,840 New
8,840 $221,000

Others Institutions Holding SPAB

# of Institutions
563
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
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