A detailed history of Morton Brown Family Wealth, LLC transactions in Spdr Portfolio Short Term Trea stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 344 shares of SPTS stock, worth $9,993. This represents 0.0% of its overall portfolio holdings.

Number of Shares
344
Previous 344 -0.0%
Holding current value
$9,993
Previous $9,000 11.11%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

SELL
$28.65 - $28.88 $2,979 - $3,003
-104 Reduced 23.21%
344 $9,000
Q4 2023

Jan 26, 2024

BUY
$28.59 - $29.06 $12,808 - $13,018
448 New
448 $13,000
Q1 2023

Apr 25, 2023

BUY
$28.64 - $29.36 $14,004 - $14,357
489 New
489 $14,000
Q2 2022

Jul 21, 2022

SELL
$29.16 - $29.7 $9,739 - $9,919
-334 Closed
0 $0
Q4 2021

Feb 11, 2022

BUY
$30.42 - $30.64 $10,160 - $10,233
334 New
334 $10,000

Others Institutions Holding SPTS

About SPDR PORTFOLIO SHORT TERM TREA


  • Ticker SPTS
  • Sector ETFs
  • Industry ETFs
More about SPTS
Track This Portfolio

Track Morton Brown Family Wealth, LLC Portfolio

Follow Morton Brown Family Wealth, 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 Morton Brown Family Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Morton Brown Family Wealth, LLC with notifications on news.