Avantax Planning Partners, Inc. Spdr Portfolio Long Term Treas Transaction History

Avantax Planning Partners, Inc.

  • $2.76 Billion
  • Q4 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 3,610,306 shares of SPTL stock, worth $97.6 Million. This represents 3.43% of its overall portfolio holdings.

Number of Shares
3,610,306
Previous 3,547,183 1.78%
Holding current value
$97.6 Million
Previous $103 Million 8.3%
% of portfolio
3.43%
Previous 3.71%

Shares

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

Feb 07, 2025
BUY
$26.05 - $29.17 $1.64 Million - $1.84 Million
63,123 Added 1.78%
3,610,306 $94.6 Million
Q3 2024

Nov 13, 2024
SELL
$26.69 - $29.87 $1.93 Million - $2.17 Million
-72,481 Reduced 2.0%
3,547,183 $103 Million
Q2 2024

Aug 09, 2024
BUY
$26.06 - $27.96 $94.3 Million - $101 Million
3,619,664 New
3,619,664 $98.5 Million

Others Institutions Holding SPTL

# of Institutions
483
Shares Held
362M
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
Track This Portfolio

Track Avantax Planning Partners, Inc. Portfolio

Follow Avantax Planning Partners, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Planning Partners, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Planning Partners, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email