Foster Victor Wealth Advisors, LLC Spdr Portfolio Long Term Treas Transaction History

Foster Victor Wealth Advisors, LLC

$1.22 Billion
Q4 2024

A detailed history of Foster Victor Wealth Advisors, LLC transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Foster Victor Wealth Advisors, LLC holds 295,605 shares of SPTL stock, worth $7.74 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares

295,605

Previous 281,922 4.85%

Holding current value

$7.74 Million

Previous $8.2 Million 5.54%

% of portfolio

0.64%

Previous 0.59%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$26.05 - $29.17 $356,442 - $399,133	13,683 Added 4.85%	295,605 $7.74 Million
Q3 2024 Oct 15, 2024	SELL	$26.69 - $29.87 $20,871 - $23,358	-782 Reduced 0.28%	281,922 $8.2 Million
Q2 2024 Jul 18, 2024	BUY	$26.06 - $27.96 $57,592 - $61,791	2,210 Added 0.79%	282,704 $7.7 Million
Q1 2024 Apr 26, 2024	BUY	$27.25 - $28.98 $2.07 Million - $2.2 Million	75,870 Added 37.08%	280,494 $7.84 Million
Q4 2023 Jan 19, 2024	BUY	$24.55 - $29.44 $283,110 - $339,502	11,532 Added 5.97%	204,624 $5.94 Million
Q3 2023 Oct 13, 2023	BUY	$26.09 - $29.96 $276,423 - $317,426	10,595 Added 5.81%	193,092 $5.05 Million
Q2 2023 Jul 14, 2023	SELL	$29.25 - $31.5 $235,725 - $253,858	-8,059 Reduced 4.23%	182,497 $5.46 Million
Q1 2023 Apr 20, 2023	BUY	$28.88 - $31.49 $55,218 - $60,208	1,912 Added 1.01%	190,556 $5.88 Million
Q4 2022 Jan 27, 2023	BUY	$27.04 - $31.56 $5.1 Million - $5.95 Million	188,644 New	188,644 $0

Others Institutions Holding SPTL

# of Institutions

457

Shares Held

353M

Call Options Held

264K

Put Options Held

19K

View Full List

About SPDR PORTFOLIO LONG TERM TREAS

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Foster Victor Wealth Advisors, LLC Spdr Portfolio Long Term Treas Transaction History