Jacobson & Schmitt Advisors, LLC Spdr Portfolio Long Term Treas Transaction History

Jacobson & Schmitt Advisors, LLC

  • $487 Million
  • Q3 2024

A detailed history of Jacobson & Schmitt Advisors, LLC transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Jacobson & Schmitt Advisors, LLC holds 95,870 shares of SPTL stock, worth $2.65 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares
95,870
Previous 62,772 52.73%
Holding current value
$2.65 Million
Previous $1.71 Million 63.11%
% of portfolio
0.57%
Previous 0.39%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024
BUY
$26.69 - $29.87 $883,385 - $988,637
33,098 Added 52.73%
95,870 $2.79 Million
Q2 2024

Aug 12, 2024
BUY
$26.06 - $27.96 $1.64 Million - $1.76 Million
62,772 New
62,772 $1.71 Million

Others Institutions Holding SPTL

# of Institutions
462
Shares Held
355M
Call Options Held
264K
Put Options Held
19K
View Full List

About SPDR PORTFOLIO LONG TERM TREAS

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

Track Jacobson & Schmitt Advisors, LLC Portfolio

Follow Jacobson & Schmitt Advisors, 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 Jacobson & Schmitt Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jacobson & Schmitt Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email