Aquire Wealth Advisors, LLC Spdr Portfolio Aggregate Bond Transaction History

Aquire Wealth Advisors, LLC

$323 Million
Q4 2024

A detailed history of Aquire Wealth Advisors, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Aquire Wealth Advisors, LLC holds 133,142 shares of SPAB stock, worth $3.38 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares

133,142

Previous 138,904 4.15%

Holding current value

$3.38 Million

Previous $3.63 Million 8.35%

% of portfolio

1.03%

Previous 1.14%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$24.94 - $26.14 $143,704 - $150,618	-5,762 Reduced 4.15%	133,142 $3.33 Million
Q3 2024 Nov 04, 2024	SELL	$24.86 - $26.33 $95,014 - $100,633	-3,822 Reduced 2.68%	138,904 $3.63 Million
Q2 2024 Aug 14, 2024	SELL	$24.54 - $25.28 $22,061 - $22,726	-899 Reduced 0.63%	142,726 $3.58 Million
Q1 2024 May 13, 2024	SELL	$24.99 - $25.67 $241,128 - $247,689	-9,649 Reduced 6.3%	143,625 $3.63 Million
Q4 2023 Jan 11, 2024	SELL	$23.71 - $25.74 $21,765 - $23,629	-918 Reduced 0.6%	153,274 $3.93 Million
Q3 2023 Oct 30, 2023	SELL	$24.28 - $25.47 $253,556 - $265,983	-10,443 Reduced 6.34%	154,192 $3.75 Million
Q2 2023 Aug 03, 2023	SELL	$25.22 - $26.01 $33,820 - $34,879	-1,341 Reduced 0.81%	164,635 $4.18 Million
Q1 2023 May 01, 2023	SELL	$24.92 - $26.08 $48,643 - $50,908	-1,952 Reduced 1.16%	165,976 $4.28 Million
Q4 2022 Jan 20, 2023	SELL	$24.25 - $25.85 $104,105 - $110,974	-4,293 Reduced 2.49%	167,928 $0
Q3 2022 Oct 18, 2022	SELL	$24.75 - $27.0 $68,136 - $74,331	-2,753 Reduced 1.57%	172,221 $4.3 Million
Q2 2022 Jul 27, 2022	SELL	$25.67 - $27.71 $84,890 - $91,636	-3,307 Reduced 1.85%	174,974 $4.61 Million
Q1 2022 Apr 28, 2022	SELL	$27.54 - $29.46 $2,588 - $2,769	-94 Reduced 0.05%	178,281 $4.95 Million
Q4 2021 Feb 09, 2022	BUY	$29.5 - $29.98 $5.26 Million - $5.35 Million	178,375 New	178,375 $5.28 Million

Others Institutions Holding SPAB

# of Institutions

541

Shares Held

271M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO AGGREGATE BOND

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Aquire Wealth Advisors, LLC Spdr Portfolio Aggregate Bond Transaction History