Precedent Wealth Partners, LLC Spdr Portfolio Aggregate Bond Transaction History

Precedent Wealth Partners, LLC

  • $306 Billion
  • Q4 2024

A detailed history of Precedent Wealth Partners, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 84,738 shares of SPAB stock, worth $2.12 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares
84,738
Previous 86,341 1.86%
Holding current value
$2.12 Million
Previous $2.26 Billion 6.17%
% of portfolio
0.69%
Previous 0.74%

Shares

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

Jan 21, 2025
SELL
$24.94 - $26.14 $39,978 - $41,902
-1,603 Reduced 1.86%
84,738 $2.12 Billion
Q3 2024

Oct 17, 2024
BUY
$24.86 - $26.33 $463,266 - $490,659
18,635 Added 27.52%
86,341 $2.26 Billion
Q2 2024

Jul 23, 2024
BUY
$24.54 - $25.28 $409,867 - $422,226
16,702 Added 32.75%
67,706 $1.7 Billion
Q1 2024

Apr 23, 2024
BUY
$24.99 - $25.67 $80,342 - $82,529
3,215 Added 6.73%
51,004 $1.29 Billion
Q4 2023

Jan 18, 2024
BUY
$23.71 - $25.74 $1.13 Million - $1.23 Million
47,789 New
47,789 $1.23 Billion

Others Institutions Holding SPAB

# of Institutions
497
Shares Held
262M
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
Track This Portfolio

Track Precedent Wealth Partners, LLC Portfolio

Follow Precedent Wealth Partners, 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 Precedent Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email