Wcg Wealth Advisors LLC Spdr Portfolio Aggregate Bond Transaction History

Wcg Wealth Advisors LLC

$1.35 Billion
Q2 2024

A detailed history of Wcg Wealth Advisors LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 529,582 shares of SPAB stock, worth $13.9 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares

529,582

Previous 477,817 10.83%

Holding current value

$13.9 Million

Previous $12.1 Million 10.0%

% of portfolio

0.98%

Previous 1.02%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	BUY	$24.54 - $25.28 $1.27 Million - $1.31 Million	51,765 Added 10.83%	529,582 $13.3 Million
Q1 2024 May 13, 2024	SELL	$24.99 - $25.67 $701,094 - $720,171	-28,055 Reduced 5.55%	477,817 $12.1 Million
Q4 2023 Feb 08, 2024	SELL	$23.71 - $25.74 $1.36 Million - $1.48 Million	-57,473 Reduced 10.2%	505,872 $13 Million
Q3 2023 Nov 09, 2023	SELL	$24.28 - $25.47 $3.14 Million - $3.29 Million	-129,363 Reduced 18.67%	563,345 $13.9 Million
Q2 2023 Aug 14, 2023	BUY	$25.22 - $26.01 $1.02 Million - $1.05 Million	40,470 Added 6.2%	692,708 $17.6 Million
Q1 2023 May 15, 2023	SELL	$24.92 - $26.08 $55,023 - $57,584	-2,208 Reduced 0.34%	652,238 $16.8 Million
Q4 2022 Feb 14, 2023	BUY	$24.25 - $25.85 $53,374 - $56,895	2,201 Added 0.34%	654,446 $16.4 Million
Q3 2022 Nov 14, 2022	BUY	$24.75 - $27.0 $582,887 - $635,877	23,551 Added 3.75%	652,245 $16.3 Million
Q2 2022 Aug 23, 2022	BUY	$25.67 - $27.71 $6.25 Million - $6.74 Million	243,308 Added 63.13%	628,694 $16.6 Million
Q2 2022 Aug 15, 2022	BUY	$25.67 - $27.71 $9.89 Million - $10.7 Million	385,386 New	385,386 $12.6 Million

Others Institutions Holding SPAB

# of Institutions

479

Shares Held

235M

Call Options Held

300

Put Options Held

View Full List

About SPDR PORTFOLIO AGGREGATE BOND

Ticker SPAB
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Wcg Wealth Advisors LLC Spdr Portfolio Aggregate Bond Transaction History