Kcs Wealth Advisory Spdr Portfolio Short Term Trea Transaction History

Kcs Wealth Advisory

  • $224 Million
  • Q3 2023

A detailed history of Kcs Wealth Advisory transactions in Spdr Portfolio Short Term Trea stock. As of the latest transaction made, Kcs Wealth Advisory holds 10,498 shares of SPTS stock, worth $306,751. This represents 0.13% of its overall portfolio holdings.

Number of Shares
10,498
Previous 12,553 16.37%
Holding current value
$306,751
Previous $361,000 16.62%
% of portfolio
0.13%
Previous 0.13%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 02, 2023
SELL
$28.66 - $28.88 $58,896 - $59,348
-2,055 Reduced 16.37%
10,498 $301,000
Q2 2023

Jul 17, 2023
BUY
$28.78 - $29.3 $91,750 - $93,408
3,188 Added 34.04%
12,553 $361,000
Q1 2023

Apr 17, 2023
SELL
$28.64 - $29.36 $4,439 - $4,550
-155 Reduced 1.63%
9,365 $273,000
Q4 2022

Feb 07, 2023
SELL
$28.7 - $29.07 $4 Million - $4.05 Million
-139,327 Reduced 93.6%
9,520 $275,000
Q3 2022

Oct 21, 2022
BUY
$28.84 - $29.57 $1.98 Million - $2.03 Million
68,518 Added 85.3%
148,847 $4.3 Million
Q2 2022

Jul 22, 2022
BUY
$29.16 - $29.7 $2.34 Million - $2.39 Million
80,329 New
80,329 $2.37 Million

Others Institutions Holding SPTS

# of Institutions
421
Shares Held
175M
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 Kcs Wealth Advisory Portfolio

Follow Kcs Wealth Advisory 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 Kcs Wealth Advisory, based on Form 13F filings with the SEC.

News

Stay updated on Kcs Wealth Advisory with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email