Financial Strategies Group, Inc. SPAB Holdings History
Financial Strategies Group, Inc.'s SPDR Portfolio Aggregate Bond ETF Holding Summary
As of 2025-03-31, Financial Strategies Group, Inc. held 1.63 Mil shares of SPDR Portfolio Aggregate Bond ETF(SPAB), totaling $41.17 Mil. This investment constitutes 9.74% of their stock portfolio, and Financial Strategies Group, Inc. now holds 0.48% of the outstanding SPDR Portfolio Aggregate Bond ETF(SPAB) stock.
The initial trade took place in 2019Q4. And since then Financial Strategies Group, Inc. has made 14 purchases of SPAB, at an average price of $27.42, for a total of 2.03 Mil shares. In addition, there have been 7 sales at an average price of $28.54 for 399,240.00 shares. Based on historical transaction data and SPAB's current price of $25.29, Financial Strategies Group, Inc.'s estimated gain on his SPAB holdings is $-3.04 Mil, reflecting a -5.45% gain to date.
Financial Strategies Group, Inc. SPAB ($25.29) Holding Chart
Financial Strategies Group, Inc. SPAB ($25.29) 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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