A detailed history of Ica Group Wealth Management, LLC transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Ica Group Wealth Management, LLC holds 161 shares of SPTL stock, worth $4,337. This represents 0.0% of its overall portfolio holdings.

Number of Shares
161
Previous 9,302 98.27%
Holding current value
$4,337
Previous $259,000 98.46%
% of portfolio
0.0%
Previous 0.05%

Shares

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

Aug 08, 2024

SELL
$26.06 - $27.96 $238,214 - $255,582
-9,141 Reduced 98.27%
161 $4,000
Q1 2024

May 14, 2024

BUY
$27.25 - $28.98 $87,281 - $92,822
3,203 Added 52.52%
9,302 $259,000
Q4 2023

Mar 07, 2024

BUY
$24.55 - $29.44 $149,730 - $179,554
6,099 New
6,099 $176,000
Q2 2023

Aug 11, 2023

BUY
$29.25 - $31.5 $145,694 - $156,901
4,981 Added 7663.08%
5,046 $150,000
Q1 2023

May 12, 2023

SELL
$28.88 - $31.49 $158,724 - $173,069
-5,496 Reduced 98.83%
65 $2,000
Q4 2022

Feb 14, 2023

BUY
$27.04 - $31.56 $150,369 - $175,505
5,561 New
5,561 $161,000

Others Institutions Holding SPTL

About SPDR PORTFOLIO LONG TERM TREAS


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

Track Ica Group Wealth Management, LLC Portfolio

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

News

Stay updated on Ica Group Wealth Management, LLC with notifications on news.