Epstein & White Financial LLC SPAB Holdings History
Epstein & White Financial LLC's SPDR Portfolio Aggregate Bond ETF Holding Summary
As of 2021-06-30, Epstein & White Financial LLC held 1.19 Mil shares of SPDR Portfolio Aggregate Bond ETF(SPAB), totaling $35.72 Mil. This investment constitutes 9.42% of their stock portfolio, and Epstein & White Financial LLC now holds 0.49% of the outstanding SPDR Portfolio Aggregate Bond ETF(SPAB) stock.
The initial trade took place in 2018Q2. And since then Epstein & White Financial LLC has made 5 purchases of SPAB, at an average price of $29.69, for a total of 1.75 Mil shares. In addition, there have been 3 sales at an average price of $30.47 for 558,347.00 shares. Based on historical transaction data and SPAB's current price of $25.28, Epstein & White Financial LLC's estimated gain on his SPAB holdings is $-4.82 Mil, reflecting a -9.29% gain to date.
Epstein & White Financial LLC SPAB ($25.28) Holding Chart
Epstein & White Financial LLC SPAB ($25.28) 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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