Capstone Wealth Management Group, LLC Spdr Portfolio Long Term Treas Transaction History

Capstone Wealth Management Group, LLC

  • $139 Million
  • Q1 2024

A detailed history of Capstone Wealth Management Group, LLC transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Capstone Wealth Management Group, LLC holds 158,975 shares of SPTL stock, worth $4.33 Million. This represents 3.2% of its overall portfolio holdings.

Number of Shares
158,975
Previous 52,936 200.32%
Holding current value
$4.33 Million
Previous $1.54 Million 189.13%
% of portfolio
3.2%
Previous 1.45%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 18, 2024
BUY
$27.25 - $28.98 $2.89 Million - $3.07 Million
106,039 Added 200.32%
158,975 $4.44 Million
Q4 2023

Jan 11, 2024
SELL
$24.55 - $29.44 $464,117 - $556,563
-18,905 Reduced 26.32%
52,936 $1.54 Million
Q3 2023

Nov 09, 2023
BUY
$26.09 - $29.96 $511,572 - $587,455
19,608 Added 37.54%
71,841 $1.88 Million
Q2 2023

Jul 27, 2023
BUY
$29.25 - $31.5 $1.53 Million - $1.65 Million
52,233 New
52,233 $1.56 Million

Others Institutions Holding SPTL

# of Institutions
406
Shares Held
290M
Call Options Held
25.5K
Put Options Held
10.8K
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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