Schwarz Dygos Wheeler Investment Advisors LLC Spdr Portfolio Aggregate Bond Transaction History

Schwarz Dygos Wheeler Investment Advisors LLC

  • $399 Million
  • Q4 2024

A detailed history of Schwarz Dygos Wheeler Investment Advisors LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Schwarz Dygos Wheeler Investment Advisors LLC holds 80,489 shares of SPAB stock, worth $2.02 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares
80,489
Previous 82,503 2.44%
Holding current value
$2.02 Million
Previous $2.16 Million 6.73%
% of portfolio
0.5%
Previous 0.55%

Shares

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

Feb 07, 2025
SELL
$24.94 - $26.14 $50,229 - $52,645
-2,014 Reduced 2.44%
80,489 $2.01 Million
Q3 2024

Nov 08, 2024
SELL
$24.86 - $26.33 $1.03 Million - $1.09 Million
-41,377 Reduced 33.4%
82,503 $2.16 Million
Q2 2024

Aug 02, 2024
BUY
$24.54 - $25.28 $170,847 - $175,999
6,962 Added 5.95%
123,880 $3.11 Million
Q1 2024

May 03, 2024
BUY
$24.99 - $25.67 $498,850 - $512,424
19,962 Added 20.59%
116,918 $2.96 Million
Q4 2023

Feb 02, 2024
BUY
$23.71 - $25.74 $17,901 - $19,433
755 Added 0.78%
96,956 $2.49 Million
Q3 2023

Nov 03, 2023
BUY
$24.28 - $25.47 $851,912 - $893,665
35,087 Added 57.41%
96,201 $2.34 Million
Q2 2023

Aug 11, 2023
BUY
$25.22 - $26.01 $1.15 Million - $1.19 Million
45,590 Added 293.67%
61,114 $1.55 Million
Q1 2023

Apr 27, 2023
BUY
$24.92 - $26.08 $386,858 - $404,865
15,524 New
15,524 $400,000

Others Institutions Holding SPAB

# of Institutions
517
Shares Held
272M
Call Options Held
800
Put Options Held
0
View Full List

About SPDR PORTFOLIO AGGREGATE BOND

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