WEALTHSOURCE PARTNERS, LLC SPAB Holdings History
WEALTHSOURCE PARTNERS, LLC's SPDR Portfolio Aggregate Bond ETF Holding Summary
As of 2023-12-31, WEALTHSOURCE PARTNERS, LLC held 4.07 Mil shares of SPDR Portfolio Aggregate Bond ETF(SPAB), totaling $104.33 Mil. This investment constitutes 6.81% of their stock portfolio, and WEALTHSOURCE PARTNERS, LLC now holds 1.55% of the outstanding SPDR Portfolio Aggregate Bond ETF(SPAB) stock.
The initial trade took place in 2018Q2. And since then WEALTHSOURCE PARTNERS, LLC has made 11 purchases of SPAB, at an average price of $28.02, for a total of 4.90 Mil shares. In addition, there have been 6 sales at an average price of $25.46 for 835,296.00 shares. Based on historical transaction data and SPAB's current price of $25.51, WEALTHSOURCE PARTNERS, LLC's estimated gain on his SPAB holdings is $-12.35 Mil, reflecting a -8.99% gain to date.
WEALTHSOURCE PARTNERS, LLC SPAB ($25.51) Holding Chart
WEALTHSOURCE PARTNERS, LLC SPAB ($25.51) 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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