Vertex Planning Partners, LLC SPAB Holdings History
Vertex Planning Partners, LLC's SPDR Portfolio Aggregate Bond ETF Holding Summary
As of 2025-03-31, Vertex Planning Partners, LLC held - shares of SPDR Portfolio Aggregate Bond ETF(SPAB), totaling N/A. This investment constitutes 0% of their stock portfolio, and Vertex Planning Partners, LLC now holds 0% of the outstanding SPDR Portfolio Aggregate Bond ETF(SPAB) stock.
The initial trade took place in 2022Q4. And since then Vertex Planning Partners, LLC has made 5 purchases of SPAB, at an average price of $25.05, for a total of 387,150.00 shares. In addition, there have been 4 sales at an average price of $25.40 for 387,150.00 shares. Based on historical transaction data and SPAB's current price of $25.48, Vertex Planning Partners, LLC's estimated gain on his SPAB holdings is $138,995.40, reflecting a 1.43% gain to date.
Vertex Planning Partners, LLC SPAB ($25.48) Holding Chart
Vertex Planning Partners, LLC SPAB ($25.48) 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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