Tolleson Wealth Management, Inc. Spdr Portfolio Aggregate Bond Transaction History

Tolleson Wealth Management, Inc.

  • $518 Million
  • Q1 2025

A detailed history of Tolleson Wealth Management, Inc. transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Tolleson Wealth Management, Inc. holds 10,180 shares of SPAB stock, worth $257,452. This represents 0.05% of its overall portfolio holdings.

Number of Shares
10,180
Previous 10,180 -0.0%
Holding current value
$257,452
Previous $254,000 2.36%
% of portfolio
0.05%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
SELL
$24.99 - $25.67 $153,463 - $157,639
-6,141 Reduced 37.63%
10,180 $257,000
Q4 2023

Feb 14, 2024
BUY
$23.71 - $25.74 $145,603 - $158,069
6,141 Added 60.32%
16,321 $418,000
Q1 2023

May 15, 2023
SELL
$24.92 - $26.08 $110,545 - $115,690
-4,436 Reduced 30.35%
10,180 $263,000
Q4 2022

Feb 14, 2023
SELL
$24.25 - $25.85 $251,036 - $267,599
-10,352 Reduced 41.46%
14,616 $367,000
Q2 2022

Aug 15, 2022
BUY
$25.67 - $27.71 $640,928 - $691,863
24,968 New
24,968 $658,000

Others Institutions Holding SPAB

# of Institutions
562
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
Track This Portfolio

Track Tolleson Wealth Management, Inc. Portfolio

Follow Tolleson Wealth Management, Inc. 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 Tolleson Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Tolleson Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email