A detailed history of Family Wealth Group, LLC transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Family Wealth Group, LLC holds 23,049 shares of SPTL stock, worth $667,268. This represents 0.68% of its overall portfolio holdings.

Number of Shares
23,049
Previous 19,386 18.9%
Holding current value
$667,268
Previous $541,000 15.9%
% of portfolio
0.68%
Previous 0.62%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$26.06 - $27.96 $95,457 - $102,417
3,663 Added 18.9%
23,049 $627,000
Q1 2024

Aug 14, 2024

BUY
$27.25 - $28.98 $49,186 - $52,308
1,805 Added 10.27%
19,386 $541,000
Q4 2023

Feb 14, 2024

BUY
$24.55 - $29.44 $431,613 - $517,584
17,581 New
17,581 $510,000

Others Institutions Holding SPTL

About SPDR PORTFOLIO LONG TERM TREAS


  • Ticker SPTL
  • Sector ETFs
  • Industry ETFs
More about SPTL
Track This Portfolio

Track Family Wealth Group, LLC Portfolio

Follow Family Wealth Group, LLC 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 Family Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Family Wealth Group, LLC with notifications on news.