Journey Strategic Wealth LLC Spdr Portfolio Long Term Treas Transaction History

Journey Strategic Wealth LLC

$2.25 Billion
Q1 2024

A detailed history of Journey Strategic Wealth LLC transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 156,743 shares of SPTL stock, worth $4.27 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

156,743

Previous 154,162 1.67%

Holding current value

$4.27 Million

Previous $4.47 Million 2.1%

% of portfolio

0.19%

Previous 0.21%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	BUY	$27.25 - $28.98 $70,332 - $74,797	2,581 Added 1.67%	156,743 $4.38 Million
Q4 2023 Feb 09, 2024	BUY	$24.55 - $29.44 $484,224 - $580,674	19,724 Added 14.67%	154,162 $4.47 Million
Q3 2023 Nov 08, 2023	BUY	$26.09 - $29.96 $748,078 - $859,043	28,673 Added 27.11%	134,438 $3.52 Million
Q2 2023 Aug 14, 2023	BUY	$29.25 - $31.5 $853,456 - $919,107	29,178 Added 38.1%	105,765 $3.16 Million
Q1 2023 May 11, 2023	BUY	$28.88 - $31.49 $653,178 - $712,209	22,617 Added 41.91%	76,587 $2.37 Million

Q4 2022 Feb 14, 2023	SELL	$27.39 - $31.56 $21,994 - $25,342	-803 Reduced 1.47%	53,970 $1.57 Million
Q3 2022 Nov 14, 2022	BUY	N/A	11,451 Added 26.43%	54,773 $1.62 Million
Q2 2022 Aug 15, 2022	BUY	N/A	43,322 New	43,322 $1.43 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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Journey Strategic Wealth LLC Spdr Portfolio Long Term Treas Transaction History