Levy Wealth Management Group, LLC Spdr Portfolio Aggregate Bond Transaction History

Levy Wealth Management Group, LLC

  • $390 Million
  • Q2 2024

A detailed history of Levy Wealth Management Group, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Levy Wealth Management Group, LLC holds 628,721 shares of SPAB stock, worth $16.1 Million. This represents 4.05% of its overall portfolio holdings.

Number of Shares
628,721
Previous 566,685 10.95%
Holding current value
$16.1 Million
Previous $14.3 Million 10.12%
% of portfolio
4.05%
Previous 3.81%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024
BUY
$24.54 - $25.28 $1.52 Million - $1.57 Million
62,036 Added 10.95%
628,721 $15.8 Million
Q4 2023

Jan 23, 2024
BUY
$23.71 - $25.74 $10.9 Million - $11.8 Million
458,600 Added 424.3%
566,685 $14.5 Million
Q3 2023

Oct 24, 2023
BUY
$24.28 - $25.47 $240,760 - $252,560
9,916 Added 10.1%
108,085 $2.63 Million
Q2 2023

Jul 21, 2023
BUY
$25.22 - $26.01 $127,083 - $131,064
5,039 Added 5.41%
98,169 $2.49 Million
Q1 2023

May 04, 2023
SELL
$24.92 - $26.08 $6.22 Million - $6.51 Million
-249,639 Reduced 72.83%
93,130 $2.4 Million
Q4 2022

Feb 08, 2023
BUY
$24.25 - $25.85 $4.12 Million - $4.39 Million
169,804 Added 98.17%
342,769 $8.61 Million
Q3 2022

Oct 28, 2022
BUY
$24.75 - $27.0 $2.78 Million - $3.03 Million
112,313 Added 185.18%
172,965 $4.32 Million
Q2 2022

Jul 27, 2022
BUY
$25.67 - $27.71 $1.56 Million - $1.68 Million
60,652 New
60,652 $1.6 Million

Others Institutions Holding SPAB

# of Institutions
538
Shares Held
271M
Call Options Held
0
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
Track This Portfolio

Track Levy Wealth Management Group, LLC Portfolio

Follow Levy Wealth Management Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Levy Wealth Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email