Heritage Wealth Management, LLC Spdr Portfolio Short Term Trea Transaction History

Heritage Wealth Management, LLC

  • $177 Million
  • Q2 2024

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 13, 2023
BUY
$28.7 - $29.07 $30,106 - $30,494
1,049 Added 100.0%
2,098 $60,000
Q2 2022

Aug 15, 2022
SELL
$29.16 - $29.7 $1,108 - $1,128
-38 Reduced 3.5%
1,049 $0
Q3 2021

Nov 10, 2021
SELL
$30.62 - $30.7 $673 - $675
-22 Reduced 1.98%
1,087 $33,000
Q2 2021

Aug 11, 2021
BUY
$30.62 - $30.7 $33,957 - $34,046
1,109 New
1,109 $34,000

Others Institutions Holding SPTS

# of Institutions
403
Shares Held
176M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR PORTFOLIO SHORT TERM TREA

SPTS Quotes by TradingView
  • Ticker SPTS
  • Sector ETFs
  • Industry ETFs
More about SPTS
Track This Portfolio

Track Heritage Wealth Management, LLC Portfolio

Follow Heritage Wealth Management, 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 Heritage Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email