First Purpose Wealth LLC Spdr Portfolio Long Term Treas Transaction History

First Purpose Wealth LLC

$275 Million
Q1 2024

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 $265,370. This represents 0.1% of its overall portfolio holdings.

Number of Shares

9,814

Previous 9,205 6.62%

Holding current value

$265,370

Previous $267,000 2.62%

% of portfolio

0.1%

Previous 0.1%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

487

Shares Held

360M

Call Options Held

40.7K

Put Options Held

12.7K

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About SPDR PORTFOLIO LONG TERM TREAS

Ticker SPTL
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First Purpose Wealth LLC Spdr Portfolio Long Term Treas Transaction History