Modern Wealth Management, LLC Spdr Portfolio Short Term Trea Transaction History

Modern Wealth Management, LLC

  • $1.65 Trillion
  • Q3 2024

A detailed history of Modern Wealth Management, LLC transactions in Spdr Portfolio Short Term Trea stock. As of the latest transaction made, Modern Wealth Management, LLC holds 70,143 shares of SPTS stock, worth $2.04 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
70,143
Previous 68,528 2.36%
Holding current value
$2.04 Million
Previous $1.98 Billion 4.27%
% of portfolio
0.13%
Previous 0.14%

Shares

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

Nov 05, 2024
BUY
$28.75 - $29.46 $46,431 - $47,577
1,615 Added 2.36%
70,143 $2.06 Billion
Q2 2024

Aug 07, 2024
SELL
$28.65 - $28.88 $147,318 - $148,500
-5,142 Reduced 6.98%
68,528 $1.98 Billion
Q1 2024

May 13, 2024
SELL
$28.84 - $29.16 $58,631 - $59,282
-2,033 Reduced 2.69%
73,670 $2.12 Billion
Q4 2023

Feb 14, 2024
BUY
$28.59 - $29.06 $2.16 Million - $2.2 Million
75,703 New
75,703 $2.2 Billion

Others Institutions Holding SPTS

# of Institutions
401
Shares Held
177M
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
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