A detailed history of First Purpose Wealth LLC transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, First Purpose Wealth LLC holds 9,814 shares of SPTL stock, worth $259,089. This represents 0.1% of its overall portfolio holdings.

Number of Shares
9,814
Previous 9,205 6.62%
Holding current value
$259,089
Previous $267,000 2.62%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Apr 22, 2024

BUY
$27.25 - $28.98 $16,595 - $17,648
609 Added 6.62%
9,814 $274,000
Q4 2023

Apr 22, 2024

BUY
$24.55 - $29.44 $24,918 - $29,881
1,015 Added 12.39%
9,205 $267,000
Q3 2023

Oct 30, 2023

BUY
$26.09 - $29.96 $12,523 - $14,380
480 Added 6.23%
8,190 $214,000
Q2 2023

Jul 21, 2023

BUY
$29.25 - $31.5 $6,669 - $7,182
228 Added 3.05%
7,710 $230,000
Q1 2023

May 03, 2023

BUY
$28.88 - $31.49 $216,080 - $235,608
7,482 New
7,482 $231,000

Others Institutions Holding SPTL

About SPDR PORTFOLIO LONG TERM TREAS


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

Track First Purpose Wealth LLC Portfolio

Follow First Purpose Wealth 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 First Purpose Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on First Purpose Wealth LLC with notifications on news.