Advisor OS, LLC SPAB Holdings History
Advisor OS, LLC's SPDR Portfolio Aggregate Bond ETF Holding Summary
As of 2025-03-31, Advisor OS, LLC held 839,416.00 shares of SPDR Portfolio Aggregate Bond ETF(SPAB), totaling $21.44 Mil. This investment constitutes 2.44% of their stock portfolio, and Advisor OS, LLC now holds 0.25% of the outstanding SPDR Portfolio Aggregate Bond ETF(SPAB) stock.
The initial trade took place in 2020Q2. And since then Advisor OS, LLC has made 10 purchases of SPAB, at an average price of $25.93, for a total of 1.00 Mil shares. In addition, there have been 8 sales at an average price of $28.36 for 161,796.00 shares. Based on historical transaction data and SPAB's current price of $25.51, Advisor OS, LLC's estimated gain on his SPAB holdings is $35,161.67, reflecting a 0.14% gain to date.
Advisor OS, LLC SPAB ($25.51) Holding Chart
Advisor OS, LLC SPAB ($25.51) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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