Kingswood Wealth Advisors, LLC Spdr Portfolio Long Term Treas Transaction History

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 7,820 shares of SPTL stock, worth $210,436. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,820
Previous 9,605 18.58%
Holding current value
$210,436
Previous $279 Million 26.64%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
SELL
$26.05 - $29.17 $46,499 - $52,068
-1,785 Reduced 18.58%
7,820 $205 Million
Q3 2024

Oct 21, 2024
SELL
$26.69 - $29.87 $141,803 - $158,699
-5,313 Reduced 35.61%
9,605 $279 Million
Q2 2024

Jul 09, 2024
BUY
$26.06 - $27.96 $388,763 - $417,107
14,918 New
14,918 $406 Million

Others Institutions Holding SPTL

# of Institutions
482
Shares Held
365M
Call Options Held
40.7K
Put Options Held
12.7K
View Full List

About SPDR PORTFOLIO LONG TERM TREAS

SPTL Quotes by TradingView
  • Ticker SPTL
  • Sector ETFs
  • Industry ETFs
More about SPTL
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