Kingswood Wealth Advisors, LLC Spdr Portfolio Aggregate Bond Transaction History

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 13,380 shares of SPAB stock, worth $337,711. This represents 0.03% of its overall portfolio holdings.

Number of Shares
13,380
Previous 12,648 5.79%
Holding current value
$337,711
Previous $331 Million 1.14%
% of portfolio
0.03%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$24.94 - $26.14 $18,256 - $19,134
732 Added 5.79%
13,380 $334 Million
Q3 2024

Oct 21, 2024
BUY
$24.86 - $26.33 $27,544 - $29,173
1,108 Added 9.6%
12,648 $331 Million
Q2 2024

Jul 09, 2024
SELL
$24.54 - $25.28 $55,215 - $56,880
-2,250 Reduced 16.32%
11,540 $290 Million
Q1 2024

Apr 15, 2024
BUY
$24.99 - $25.67 $344,612 - $353,989
13,790 New
13,790 $349 Million

Others Institutions Holding SPAB

# of Institutions
508
Shares Held
269M
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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