Iht Wealth Management, LLC Spdr Portfolio Long Term Treas Transaction History

Iht Wealth Management, LLC

$2.59 Billion
Q1 2024

A detailed history of Iht Wealth Management, LLC transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Iht Wealth Management, LLC holds 66,916 shares of SPTL stock, worth $1.8 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

66,916

Previous 56,706 18.01%

Holding current value

$1.8 Million

Previous $1.65 Million 13.62%

% of portfolio

0.07%

Previous 0.07%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	BUY	$27.25 - $28.98 $278,222 - $295,885	10,210 Added 18.01%	66,916 $1.87 Million
Q4 2023 Feb 14, 2024	SELL	$24.55 - $29.44 $2.78 Million - $3.34 Million	-113,288 Reduced 66.64%	56,706 $1.65 Million
Q3 2023 Nov 14, 2023	SELL	$26.09 - $29.96 $5.97 Million - $6.86 Million	-228,884 Reduced 57.38%	169,994 $4.45 Million
Q2 2023 Aug 14, 2023	BUY	$29.25 - $31.5 $11 Million - $11.9 Million	376,674 Added 1696.42%	398,878 $11.9 Million
Q1 2023 May 15, 2023	BUY	$28.88 - $31.49 $87,304 - $95,194	3,023 Added 15.76%	22,204 $685,000

Q4 2022 Feb 14, 2023	SELL	$27.39 - $31.56 $438,760 - $505,559	-16,019 Reduced 45.51%	19,181 $556,000
Q3 2022 Nov 22, 2022	BUY	N/A	64 Added 0.18%	35,200 $1.04 Million
Q2 2022 Aug 15, 2022	SELL	N/A	-20,178 Reduced 36.48%	35,136 $1.16 Million
Q1 2022 May 16, 2022	BUY	N/A	8,950 Added 19.3%	55,314 $2.09 Million
Q4 2021 Feb 14, 2022	BUY	N/A	15,670 Added 51.05%	46,364 $1.95 Million
Q3 2021 Nov 15, 2021	SELL	N/A	-3,130 Reduced 9.25%	30,694 $1.27 Million
Q2 2021 Aug 16, 2021	SELL	N/A	-309 Reduced 0.91%	33,824 $1.4 Million
Q1 2021 May 18, 2021	BUY	N/A	34,133 New	34,133 $1.33 Million

Others Institutions Holding SPTL

# of Institutions

406

Shares Held

290M

Call Options Held

25.5K

Put Options Held

10.8K

View Full List

About SPDR PORTFOLIO LONG TERM TREAS

Ticker SPTL
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Iht Wealth Management, LLC Spdr Portfolio Long Term Treas Transaction History