Levy Wealth Management Group, LLC SPAB Holdings History
Levy Wealth Management Group, LLC's SPDR Portfolio Aggregate Bond ETF Holding Summary
As of 2024-06-30, Levy Wealth Management Group, LLC held 628,721.00 shares of SPDR Portfolio Aggregate Bond ETF(SPAB), totaling $15.77 Mil. This investment constitutes 4.04% of their stock portfolio, and Levy Wealth Management Group, LLC now holds -% of the outstanding SPDR Portfolio Aggregate Bond ETF(SPAB) stock.
The initial trade took place in 2022Q2. And since then Levy Wealth Management Group, LLC has made 7 purchases of SPAB, at an average price of $25.01, for a total of 878,360.00 shares. In addition, there have been 1 sales at an average price of $25.45 for 249,639.00 shares. Based on historical transaction data and SPAB's current price of $25.31, Levy Wealth Management Group, LLC's estimated gain on his SPAB holdings is $296,534.28, reflecting a 1.35% gain to date.
Levy Wealth Management Group, LLC SPAB ($25.31) Holding Chart
Levy Wealth Management Group, LLC SPAB ($25.31) 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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