Wealth Shield Partners, LLC Spdr Portfolio Aggregate Bond Transaction History

Wealth Shield Partners, LLC

$721 Million
Q3 2024

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 25, 2023	SELL	$24.28 - $25.47 $257,246 - $269,854	-10,595 Reduced 9.74%	98,195 $2.39 Million
Q2 2023 Aug 03, 2023	SELL	$25.22 - $26.01 $61,915 - $63,854	-2,455 Reduced 2.21%	108,790 $2.76 Million
Q1 2023 May 08, 2023	BUY	$24.92 - $26.08 $1.24 Million - $1.3 Million	49,941 Added 81.46%	111,245 $2.87 Million
Q4 2022 Feb 13, 2023	SELL	$24.25 - $25.85 $346,217 - $369,060	-14,277 Reduced 18.89%	61,304 $1.54 Million
Q3 2022 Nov 04, 2022	SELL	$24.75 - $27.0 $82,863 - $90,396	-3,348 Reduced 4.24%	75,581 $1.89 Million
Q2 2022 Aug 11, 2022	BUY	$25.67 - $27.71 $7,033 - $7,592	274 Added 0.35%	78,929 $2.08 Million
Q1 2022 May 09, 2022	SELL	$27.54 - $29.46 $321,777 - $344,210	-11,684 Reduced 12.93%	78,655 $2.19 Million
Q4 2021 Feb 10, 2022	SELL	$29.5 - $29.98 $940,489 - $955,792	-31,881 Reduced 26.08%	90,339 $2.68 Million
Q3 2021 Nov 12, 2021	BUY	$29.83 - $30.33 $61,569 - $62,601	2,064 Added 1.72%	122,220 $3.65 Million
Q2 2021 Aug 06, 2021	SELL	$29.63 - $30.01 $76,623 - $77,605	-2,586 Reduced 2.11%	120,156 $3.61 Million
Q1 2021 May 17, 2021	SELL	$29.52 - $30.77 $90,626 - $94,463	-3,070 Reduced 2.44%	122,742 $3.64 Million
Q4 2020 Feb 16, 2021	BUY	$30.52 - $30.88 $70,409 - $71,240	2,307 Added 1.87%	125,812 $3.87 Million
Q3 2020 Oct 30, 2020	SELL	$30.77 - $31.23 $432,072 - $438,531	-14,042 Reduced 10.21%	123,505 $3.81 Million
Q2 2020 Aug 13, 2020	SELL	$30.0 - $30.86 $164,550 - $169,267	-5,485 Reduced 3.83%	137,547 $4.25 Million
Q1 2020 May 12, 2020	SELL	$27.93 - $30.83 $8,490 - $9,372	-304 Reduced 0.21%	143,032 $4.32 Million
Q4 2019 Feb 13, 2020	SELL	$29.24 - $29.77 $153,539 - $156,322	-5,251 Reduced 3.53%	143,336 $4.21 Million
Q3 2019 Nov 13, 2019	BUY	$29.25 - $29.64 $2.23 Million - $2.26 Million	76,145 Added 105.11%	148,587 $4.4 Million
Q2 2019 Aug 12, 2019	SELL	N/A	-59,416 Reduced 45.06%	72,442 $2.11 Million
Q1 2019 May 14, 2019	BUY	N/A	66,786 Added 102.63%	131,858 $3.76 Million
Q4 2018 Feb 14, 2019	BUY	N/A	61,203 Added 1581.88%	65,072 $1.81 Million
Q3 2018 Nov 05, 2018	BUY	N/A	616 Added 18.94%	3,869 $107,000
Q2 2018 Aug 02, 2018	BUY	N/A	1,103 Added 51.3%	3,253 $91,000
Q1 2018 May 11, 2018	BUY	N/A	2,032 Added 1722.03%	2,150 $61,000
Q4 2017 Apr 18, 2018	BUY	N/A	118	118 $3,000

Others Institutions Holding SPAB

# of Institutions

492

Shares Held

260M

Call Options Held

800

Put Options Held

View Full List

About SPDR PORTFOLIO AGGREGATE BOND

Ticker SPAB
Sector ETFs
Industry ETFs

More about SPAB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Shield Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Shield Partners, LLC with notifications on news.

Account