Wealth Plan Investment Management, LLC Spdr Portfolio Aggregate Bond Transaction History

Wealth Plan Investment Management, LLC

  • $923 Million
  • Q3 2024

A detailed history of Wealth Plan Investment Management, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 667,526 shares of SPAB stock, worth $16.7 Million. This represents 1.89% of its overall portfolio holdings.

Number of Shares
667,526
Holding current value
$16.7 Million
% of portfolio
1.89%

Shares

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

Nov 05, 2024
BUY
$24.86 - $26.33 $16.6 Million - $17.6 Million
667,526 New
667,526 $17.4 Million
Q3 2023

Nov 09, 2023
BUY
$24.28 - $25.47 $13.9 Million - $14.6 Million
572,605 New
572,605 $13.9 Million
Q4 2022

Feb 15, 2023
BUY
$24.25 - $25.85 $132,865 - $141,632
5,479 Added 1.04%
530,245 $13.3 Million
Q3 2022

Dec 12, 2022
SELL
$24.75 - $27.0 $317,864 - $346,761
-12,843 Reduced 2.39%
524,766 $13.5 Million
Q1 2022

Sep 07, 2022
BUY
$27.54 - $29.46 $14.8 Million - $15.8 Million
537,609 New
537,609 $14.3 Million

Others Institutions Holding SPAB

# of Institutions
494
Shares Held
262M
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
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