Wcg Wealth Advisors LLC Spdr Portfolio Aggregate Bond Transaction History

Wcg Wealth Advisors LLC

  • $1.42 Billion
  • Q4 2024

A detailed history of Wcg Wealth Advisors LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 469,163 shares of SPAB stock, worth $12 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares
469,163
Previous 460,168 1.95%
Holding current value
$12 Million
Previous $12 Million 2.54%
% of portfolio
0.83%
Previous 0.81%

Shares

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

Feb 18, 2025
BUY
$24.94 - $26.14 $224,335 - $235,129
8,995 Added 1.95%
469,163 $11.7 Million
Q3 2024

Nov 13, 2024
SELL
$24.86 - $26.33 $1.73 Million - $1.83 Million
-69,414 Reduced 13.11%
460,168 $12 Million
Q2 2024

Aug 12, 2024
BUY
$24.54 - $25.28 $1.27 Million - $1.31 Million
51,765 Added 10.83%
529,582 $13.3 Million
Q1 2024

May 13, 2024
SELL
$24.99 - $25.67 $701,094 - $720,171
-28,055 Reduced 5.55%
477,817 $12.1 Million
Q4 2023

Feb 08, 2024
SELL
$23.71 - $25.74 $1.36 Million - $1.48 Million
-57,473 Reduced 10.2%
505,872 $13 Million
Q3 2023

Nov 09, 2023
SELL
$24.28 - $25.47 $3.14 Million - $3.29 Million
-129,363 Reduced 18.67%
563,345 $13.9 Million
Q2 2023

Aug 14, 2023
BUY
$25.22 - $26.01 $1.02 Million - $1.05 Million
40,470 Added 6.2%
692,708 $17.6 Million
Q1 2023

May 15, 2023
SELL
$24.92 - $26.08 $55,023 - $57,584
-2,208 Reduced 0.34%
652,238 $16.8 Million
Q4 2022

Feb 14, 2023
BUY
$24.25 - $25.85 $53,374 - $56,895
2,201 Added 0.34%
654,446 $16.4 Million
Q3 2022

Nov 14, 2022
BUY
$24.75 - $27.0 $582,887 - $635,877
23,551 Added 3.75%
652,245 $16.3 Million
Q2 2022

Aug 23, 2022
BUY
$25.67 - $27.71 $6.25 Million - $6.74 Million
243,308 Added 63.13%
628,694 $16.6 Million
Q2 2022

Aug 15, 2022
BUY
$25.67 - $27.71 $9.89 Million - $10.7 Million
385,386 New
385,386 $12.6 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 Wcg Wealth Advisors LLC Portfolio

Follow Wcg Wealth Advisors 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 Wcg Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wcg Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email