WALLER FINANCIAL PLANNING GROUP, INC SPAB Holdings History
WALLER FINANCIAL PLANNING GROUP, INC's SPDR Portfolio Aggregate Bond ETF Holding Summary
As of 2025-06-30, WALLER FINANCIAL PLANNING GROUP, INC held 876,859.00 shares of SPDR Portfolio Aggregate Bond ETF(SPAB), totaling $22.45 Mil. This investment constitutes 5.43% of their stock portfolio, and WALLER FINANCIAL PLANNING GROUP, INC now holds 0.25% of the outstanding SPDR Portfolio Aggregate Bond ETF(SPAB) stock.
The initial trade took place in 2018Q4. And since then WALLER FINANCIAL PLANNING GROUP, INC has made 18 purchases of SPAB, at an average price of $29.07, for a total of 1.75 Mil shares. In addition, there have been 8 sales at an average price of $26.42 for 876,860.00 shares. Based on historical transaction data and SPAB's current price of $25.32, WALLER FINANCIAL PLANNING GROUP, INC's estimated gain on his SPAB holdings is $-5.61 Mil, reflecting a -11.00% gain to date.
WALLER FINANCIAL PLANNING GROUP, INC SPAB ($25.32) Holding Chart
WALLER FINANCIAL PLANNING GROUP, INC SPAB ($25.32) 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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