Marshall Financial Group, LLC OBND Holdings History
Marshall Financial Group, LLC's SPDR Loomis Sayles Opportunistic Bond ETF Holding Summary
As of 2025-06-30, Marshall Financial Group, LLC held 1.02 Mil shares of SPDR Loomis Sayles Opportunistic Bond ETF(OBND), totaling $26.29 Mil. This investment constitutes 5.16% of their stock portfolio, and Marshall Financial Group, LLC now holds 56.44% of the outstanding SPDR Loomis Sayles Opportunistic Bond ETF(OBND) stock.
The initial trade took place in 2024Q2. And since then Marshall Financial Group, LLC has made 3 purchases of OBND, at an average price of $25.86, for a total of 1.04 Mil shares. In addition, there have been 2 sales at an average price of $25.84 for 23,363.00 shares. Based on historical transaction data and OBND's current price of $26.00, Marshall Financial Group, LLC's estimated gain on his OBND holdings is $139,599.60, reflecting a 0.52% gain to date.
Marshall Financial Group, LLC OBND ($26.00) Holding Chart
Marshall Financial Group, LLC OBND ($26.00) 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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