Paulson Wealth Management Inc. Spdr Portfolio Long Term Treas Transaction History

Paulson Wealth Management Inc.

$371 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 05, 2021	SELL	$44.43 - $46.75 $3.34 Million - $3.51 Million	-75,127 Closed	0 $0
Q3 2020 Oct 14, 2020	BUY	$46.15 - $48.99 $89,900 - $95,432	1,948 Added 2.66%	75,127 $3.51 Million
Q2 2020 Jul 17, 2020	BUY	$44.77 - $48.87 $55,872 - $60,989	1,248 Added 1.73%	73,179 $3.43 Million
Q1 2020 Apr 29, 2020	SELL	$39.27 - $49.27 $413,591 - $518,911	-10,532 Reduced 12.77%	71,931 $3.46 Million
Q4 2019 Jan 21, 2020	BUY	$38.76 - $41.87 $148,915 - $160,864	3,842 Added 4.89%	82,463 $3.27 Million
Q3 2019 Oct 30, 2019	BUY	$39.22 - $41.24 $53,966 - $56,746	1,376 Added 1.78%	78,621 $3.23 Million
Q2 2019 Jul 30, 2019	BUY	N/A	14,962 Added 24.02%	77,245 $2.92 Million
Q1 2019 Apr 24, 2019	BUY	N/A	48,531 Added 352.9%	62,283 $2.27 Million
Q4 2018 Jan 23, 2019	BUY	N/A	13,752 New	13,752 $477,000

Others Institutions Holding SPTL

# of Institutions

460

Shares Held

355M

Call Options Held

264K

Put Options Held

19K

State Street Corp Boston, MA

54.9M
Shares

$1.48 Billion
0.07% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

47.9M
Shares

$1.29 Billion
0.57% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

43.1M
Shares

$1.16 Billion
2.57% of portfolio
Bank Of America Corp Charlotte, NC

16.8M
Shares

$453 Million
0.04% of portfolio
Envestnet Asset Management Inc

14.8M
Shares

$401 Million
0.14% of portfolio

About SPDR PORTFOLIO LONG TERM TREAS

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