Number of Shares
213,701.00
Current Holdings Value*
$5.46 Mil
% of Portfolio
2.13%
Total Estimate Gain
$-785,579.35
% of Total Estimate Gain
-11.35%

FSB PREMIER WEALTH MANAGEMENT, INC.'s SPDR Portfolio Aggregate Bond ETF Holding Summary

As of 2025-03-31, FSB PREMIER WEALTH MANAGEMENT, INC. held 213,701.00 shares of SPDR Portfolio Aggregate Bond ETF(SPAB), totaling $5.46 Mil. This investment constitutes 2.13% of their stock portfolio, and FSB PREMIER WEALTH MANAGEMENT, INC. now holds 0.06% of the outstanding SPDR Portfolio Aggregate Bond ETF(SPAB) stock.

The initial trade took place in 2021Q4. And since then FSB PREMIER WEALTH MANAGEMENT, INC. has made 7 purchases of SPAB, at an average price of $28.74, for a total of 240,806.00 shares. In addition, there have been 6 sales at an average price of $26.45 for 27,105.00 shares. Based on historical transaction data and SPAB's current price of $25.35, FSB PREMIER WEALTH MANAGEMENT, INC.'s estimated gain on his SPAB holdings is $-785,579.35, reflecting a -11.35% gain to date.

FSB PREMIER WEALTH MANAGEMENT, INC. SPAB ($25.35) Holding Chart

FSB PREMIER WEALTH MANAGEMENT, INC. SPAB ($25.35) 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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