Schwarz Dygos Wheeler Investment Advisors LLC Spdr Portfolio Aggregate Bond Transaction History

Schwarz Dygos Wheeler Investment Advisors LLC

  • $392 Million
  • Q3 2024

A detailed history of Schwarz Dygos Wheeler Investment Advisors LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Schwarz Dygos Wheeler Investment Advisors LLC holds 82,503 shares of SPAB stock, worth $2.08 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
82,503
Previous 123,880 33.4%
Holding current value
$2.08 Million
Previous $3.11 Million 30.63%
% of portfolio
0.55%
Previous 0.84%

Shares

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

Nov 08, 2024
SELL
$24.86 - $26.33 $1.03 Million - $1.09 Million
-41,377 Reduced 33.4%
82,503 $2.16 Million
Q2 2024

Aug 02, 2024
BUY
$24.54 - $25.28 $170,847 - $175,999
6,962 Added 5.95%
123,880 $3.11 Million
Q1 2024

May 03, 2024
BUY
$24.99 - $25.67 $498,850 - $512,424
19,962 Added 20.59%
116,918 $2.96 Million
Q4 2023

Feb 02, 2024
BUY
$23.71 - $25.74 $17,901 - $19,433
755 Added 0.78%
96,956 $2.49 Million
Q3 2023

Nov 03, 2023
BUY
$24.28 - $25.47 $851,912 - $893,665
35,087 Added 57.41%
96,201 $2.34 Million
Q2 2023

Aug 11, 2023
BUY
$25.22 - $26.01 $1.15 Million - $1.19 Million
45,590 Added 293.67%
61,114 $1.55 Million
Q1 2023

Apr 27, 2023
BUY
$24.92 - $26.08 $386,858 - $404,865
15,524 New
15,524 $400,000

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 Schwarz Dygos Wheeler Investment Advisors LLC Portfolio

Follow Schwarz Dygos Wheeler Investment 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 Schwarz Dygos Wheeler Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Schwarz Dygos Wheeler Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email