Arete Wealth Advisors, LLC SPAB Holdings History
Arete Wealth Advisors, LLC's SPDR Portfolio Aggregate Bond ETF Holding Summary
As of 2025-03-31, Arete Wealth Advisors, LLC held 960,743.00 shares of SPDR Portfolio Aggregate Bond ETF(SPAB), totaling $24.54 Mil. This investment constitutes 1.87% of their stock portfolio, and Arete Wealth Advisors, LLC now holds 0.28% of the outstanding SPDR Portfolio Aggregate Bond ETF(SPAB) stock.
The initial trade took place in 2018Q2. And since then Arete Wealth Advisors, LLC has made 22 purchases of SPAB, at an average price of $25.89, for a total of 1.30 Mil shares. In addition, there have been 7 sales at an average price of $27.09 for 335,413.00 shares. Based on historical transaction data and SPAB's current price of $25.32, Arete Wealth Advisors, LLC's estimated gain on his SPAB holdings is $-144,120.47, reflecting a -0.43% gain to date.
Arete Wealth Advisors, LLC SPAB ($25.32) Holding Chart
Arete Wealth Advisors, LLC SPAB ($25.32) 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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