True Link Financial Advisors, LLC Spdr Portfolio Aggregate Bond Transaction History

True Link Financial Advisors, LLC

$1.08 Billion
Q2 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 19, 2024	SELL	$23.71 - $25.74 $665,184 - $722,135	-28,055 Reduced 43.99%	35,719 $915,000
Q3 2023 Oct 30, 2023	SELL	$24.28 - $25.47 $9,712 - $10,188	-400 Reduced 0.62%	63,774 $1.55 Million
Q4 2022 Feb 09, 2023	BUY	$24.25 - $25.85 $84,147 - $89,699	3,470 Added 5.72%	64,174 $1.61 Million
Q1 2022 May 16, 2022	SELL	$27.54 - $29.46 $157,528 - $168,511	-5,720 Reduced 8.61%	60,704 $1.69 Million
Q4 2021 Feb 01, 2022	SELL	$29.5 - $29.98 $9,587 - $9,743	-325 Reduced 0.49%	66,424 $1.97 Million
Q3 2021 Oct 29, 2021	BUY	$29.83 - $30.33 $22,372 - $22,747	750 Added 1.14%	66,749 $1.99 Million
Q2 2021 Aug 19, 2021	BUY	$29.63 - $30.01 $148,150 - $150,050	5,000 Added 8.2%	65,999 $1.98 Million
Q1 2021 May 17, 2021	BUY	$29.52 - $30.77 $191,880 - $200,005	6,500 Added 11.93%	60,999 $1.81 Million
Q4 2020 Feb 16, 2021	BUY	$30.52 - $30.88 $1.66 Million - $1.68 Million	54,499 New	54,499 $1.68 Million

Others Institutions Holding SPAB

# of Institutions

482

Shares Held

240M

Call Options Held

300

Put Options Held

0

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