Wealth Management Solutions, LLC Spdr Portfolio Aggregate Bond Transaction History

Wealth Management Solutions, LLC

  • $145 Million
  • Q3 2023

A detailed history of Wealth Management Solutions, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Wealth Management Solutions, LLC holds 95,067 shares of SPAB stock, worth $2.42 Million. This represents 1.6% of its overall portfolio holdings.

Number of Shares
95,067
Previous 97,054 2.05%
Holding current value
$2.42 Million
Previous $2.46 Million 6.05%
% of portfolio
1.6%
Previous 1.62%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 25, 2023
SELL
$24.28 - $25.47 $48,244 - $50,608
-1,987 Reduced 2.05%
95,067 $2.31 Million
Q2 2023

Aug 03, 2023
SELL
$25.22 - $26.01 $289,323 - $298,386
-11,472 Reduced 10.57%
97,054 $2.46 Million
Q1 2023

May 05, 2023
BUY
$24.92 - $26.08 $41,267 - $43,188
1,656 Added 1.55%
108,526 $2.8 Million
Q4 2022

Feb 09, 2023
SELL
$24.25 - $25.85 $230,496 - $245,704
-9,505 Reduced 8.17%
106,870 $2.69 Million
Q3 2022

Nov 07, 2022
SELL
$24.75 - $27.0 $731,857 - $798,390
-29,570 Reduced 20.26%
116,375 $2.9 Million
Q2 2022

Aug 01, 2022
SELL
$25.67 - $27.71 $3.07 Million - $3.32 Million
-119,724 Reduced 45.07%
145,945 $3.85 Million
Q1 2022

May 06, 2022
BUY
$27.54 - $29.46 $559,199 - $598,185
20,305 Added 8.28%
265,669 $7.38 Million
Q4 2021

Feb 03, 2022
BUY
$29.5 - $29.98 $7.24 Million - $7.36 Million
245,364 New
245,364 $7.27 Million

Others Institutions Holding SPAB

# of Institutions
540
Shares Held
271M
Call Options Held
0
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
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