Juncture Wealth Strategies, LLC Spdr Portfolio Short Term Trea Transaction History

Juncture Wealth Strategies, LLC

  • $258 Million
  • Q3 2024

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Oct 11, 2022
BUY
$28.84 - $29.57 $461 - $473
16 Added 0.18%
9,133 $264,000
Q2 2022

Jul 14, 2022
SELL
$29.16 - $29.7 $33,067 - $33,679
-1,134 Reduced 11.06%
9,117 $268,000
Q1 2022

Jul 14, 2022
BUY
$29.62 - $30.41 $414 - $425
14 Added 0.14%
10,251 $304,000
Q4 2021

Jan 19, 2022
SELL
$30.42 - $30.64 $12,745 - $12,838
-419 Reduced 3.93%
10,237 $312,000
Q3 2021

Oct 15, 2021
BUY
$30.62 - $30.7 $71,773 - $71,960
2,344 Added 28.2%
10,656 $326,000
Q2 2021

Aug 13, 2021
SELL
$30.62 - $30.7 $76,611 - $76,811
-2,502 Reduced 23.14%
8,312 $255,000
Q1 2021

Apr 15, 2021
SELL
$30.64 - $30.7 $5,208 - $5,219
-170 Reduced 1.55%
10,814 $332,000
Q4 2020

Jan 25, 2021
SELL
$30.65 - $30.71 $3,524 - $3,531
-115 Reduced 1.04%
10,984 $337,000
Q3 2020

Oct 15, 2020
BUY
$30.69 - $30.73 $2,762 - $2,765
90 Added 0.82%
11,099 $341,000
Q2 2020

Jul 28, 2020
SELL
$30.66 - $30.74 $251,166 - $251,822
-8,192 Reduced 42.66%
11,009 $338,000
Q1 2020

Apr 21, 2020
BUY
$29.96 - $30.72 $140,182 - $143,738
4,679 Added 32.22%
19,201 $590,000
Q4 2019

Feb 03, 2020
BUY
$29.91 - $30.1 $9,122 - $9,180
305 Added 2.15%
14,522 $435,000
Q3 2019

Oct 10, 2019
SELL
$29.89 - $30.02 $155,487 - $156,164
-5,202 Reduced 26.79%
14,217 $427,000
Q2 2019

Jul 16, 2019
BUY
N/A
6,148 Added 46.33%
19,419 $583,000
Q1 2019

Apr 09, 2019
SELL
N/A
-3,236 Reduced 19.6%
13,271 $395,000
Q4 2018

Jan 17, 2019
SELL
N/A
-7,832 Reduced 32.18%
16,507 $488,000
Q3 2018

Oct 03, 2018
BUY
N/A
4,608 Added 23.35%
24,339 $717,000
Q2 2018

Jul 13, 2018
BUY
N/A
10,921 Added 123.96%
19,731 $583,000
Q1 2018

Apr 25, 2018
BUY
N/A
8,810 New
8,810 $261,000

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 Juncture Wealth Strategies, LLC Portfolio

Follow Juncture Wealth Strategies, 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 Juncture Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Juncture Wealth Strategies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email