WealthPlan Investment Management, LLC SPAB Holdings History
WealthPlan Investment Management, LLC's SPDR Portfolio Aggregate Bond ETF Holding Summary
As of 2025-03-31, WealthPlan Investment Management, LLC held 770,717.00 shares of SPDR Portfolio Aggregate Bond ETF(SPAB), totaling $19.68 Mil. This investment constitutes 1.94% of their stock portfolio, and WealthPlan Investment Management, LLC now holds 0.23% of the outstanding SPDR Portfolio Aggregate Bond ETF(SPAB) stock.
The initial trade took place in 2022Q1. And since then WealthPlan Investment Management, LLC has made 4 purchases of SPAB, at an average price of $26.72, for a total of 1.31 Mil shares. In addition, there have been 2 sales at an average price of $25.40 for 543,088.00 shares. Based on historical transaction data and SPAB's current price of $25.21, WealthPlan Investment Management, LLC's estimated gain on his SPAB holdings is $-1.88 Mil, reflecting a -5.35% gain to date.
WealthPlan Investment Management, LLC SPAB ($25.21) Holding Chart
WealthPlan Investment Management, LLC SPAB ($25.21) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
