Worth Financial Advisory Group, LLC SPAB Holdings History
Worth Financial Advisory Group, LLC's SPDR Portfolio Aggregate Bond ETF Holding Summary
As of 2025-06-30, Worth Financial Advisory Group, LLC held - shares of SPDR Portfolio Aggregate Bond ETF(SPAB), totaling N/A. This investment constitutes 0% of their stock portfolio, and Worth Financial Advisory Group, LLC now holds 0% of the outstanding SPDR Portfolio Aggregate Bond ETF(SPAB) stock.
The initial trade took place in 2022Q4. And since then Worth Financial Advisory Group, LLC has made 5 purchases of SPAB, at an average price of $25.25, for a total of 30,441.00 shares. In addition, there have been 5 sales at an average price of $25.27 for 30,441.00 shares. Based on historical transaction data and SPAB's current price of $25.32, Worth Financial Advisory Group, LLC's estimated gain on his SPAB holdings is $702.38, reflecting a 0.09% gain to date.
Worth Financial Advisory Group, LLC SPAB ($25.32) Holding Chart
Worth Financial Advisory Group, LLC 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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