Number of Shares
644,024.00
Current Holdings Value*
$16.51 Mil
% of Portfolio
7.87%
Total Estimate Gain
$2.59 Mil
% of Total Estimate Gain
0.54%

Weitzel Financial Services, Inc.'s SPDR Portfolio Aggregate Bond ETF Holding Summary

As of 2025-03-31, Weitzel Financial Services, Inc. held 644,024.00 shares of SPDR Portfolio Aggregate Bond ETF(SPAB), totaling $16.51 Mil. This investment constitutes 7.87% of their stock portfolio, and Weitzel Financial Services, Inc. now holds 0.19% of the outstanding SPDR Portfolio Aggregate Bond ETF(SPAB) stock.

The initial trade took place in 2020Q4. And since then Weitzel Financial Services, Inc. has made 13 purchases of SPAB, at an average price of $29.60, for a total of 16.18 Mil shares. In addition, there have been 4 sales at an average price of $29.94 for 15.54 Mil shares. Based on historical transaction data and SPAB's current price of $25.30, Weitzel Financial Services, Inc.'s estimated gain on his SPAB holdings is $2.59 Mil, reflecting a 0.54% gain to date.

Weitzel Financial Services, Inc. SPAB ($25.30) Holding Chart

Weitzel Financial Services, Inc. SPAB ($25.30) 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