Wealth Plan Partners, LLC Spdr Portfolio Aggregate Bond Transaction History

Wealth Plan Partners, LLC

  • $966 Billion
  • Q1 2024

A detailed history of Wealth Plan Partners, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 586,010 shares of SPAB stock, worth $14.8 Million. This represents 1.53% of its overall portfolio holdings.

Number of Shares
586,010
Previous 593,195 1.21%
Holding current value
$14.8 Million
Previous $15.2 Billion 2.6%
% of portfolio
1.53%
Previous 1.56%

Shares

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

May 07, 2024
SELL
$24.99 - $25.67 $179,553 - $184,438
-7,185 Reduced 1.21%
586,010 $14.8 Billion
Q4 2023

Jan 05, 2024
BUY
$23.71 - $25.74 $488,188 - $529,986
20,590 Added 3.6%
593,195 $15.2 Billion
Q3 2023

Nov 01, 2023
BUY
$24.28 - $25.47 $194,045 - $203,556
7,992 Added 1.42%
572,605 $13.9 Billion
Q2 2023

Jul 31, 2023
BUY
$25.22 - $26.01 $637,031 - $656,986
25,259 Added 4.68%
564,613 $14.3 Billion
Q1 2023

May 10, 2023
BUY
$24.92 - $26.08 $226,996 - $237,562
9,109 Added 1.72%
539,354 $13.9 Billion
Q4 2022

Feb 16, 2023
SELL
$24.4 - $25.85 $179,681 - $190,359
-7,364 Reduced 1.37%
530,245 $13.5 Billion
Q1 2022

May 03, 2022
SELL
N/A
-3,715 Reduced 0.69%
537,609 $14.3 Million
Q4 2021

Feb 01, 2022
BUY
N/A
20,854 Added 4.01%
541,324 $15.7 Million
Q3 2021

Dec 09, 2021
BUY
N/A
43,937 Added 9.22%
520,470 $0
Q2 2021

Aug 19, 2021
BUY
N/A
28,626 Added 6.39%
476,533 $14.3 Million
Q1 2021

May 11, 2021
BUY
N/A
38,235 Added 9.33%
447,907 $13.4 Million
Q4 2020

Feb 09, 2021
BUY
N/A
32,932 Added 8.74%
409,672 $12.5 Million
Q3 2020

Dec 18, 2020
BUY
N/A
36,627 Added 10.77%
376,740 $11.5 Million
Q2 2020

Aug 19, 2020
SELL
N/A
-13,506 Reduced 3.82%
340,113 $10.5 Million
Q1 2020

May 15, 2020
SELL
N/A
-50,969 Reduced 12.6%
353,619 $10.8 Million
Q4 2019

Feb 14, 2020
BUY
N/A
9,414 Added 2.38%
404,588 $12.1 Million
Q3 2019

Nov 15, 2019
BUY
N/A
2,903 Added 0.74%
395,174 $11.6 Million
Q2 2019

Aug 19, 2019
BUY
N/A
3,973 Added 1.02%
392,271 $11.6 Million
Q1 2019

May 16, 2019
BUY
N/A
14,689 Added 3.93%
388,298 $11.1 Million
Q4 2018

Feb 20, 2019
BUY
N/A
4,147 Added 1.12%
373,609 $10.5 Million
Q3 2018

Nov 21, 2018
BUY
N/A
18,633 Added 5.31%
369,462 $10.1 Million
Q2 2018

Aug 16, 2018
SELL
N/A
-8,914 Reduced 2.48%
350,829 $9.79 Million
Q1 2018

May 16, 2018
BUY
N/A
359,743 New
359,743 $10.1 Million

Others Institutions Holding SPAB

# of Institutions
470
Shares Held
242M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR PORTFOLIO AGGREGATE BOND

SPAB Quotes by TradingView
  • Ticker SPAB
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