Robertson Stephens Wealth Management, LLC Spdr Portfolio Long Term Treas Transaction History

Robertson Stephens Wealth Management, LLC

  • $2.75 Billion
  • Q4 2024

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 155,661 shares of SPTL stock, worth $4.1 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
155,661
Previous 544,980 71.44%
Holding current value
$4.1 Million
Previous $15.8 Million 74.27%
% of portfolio
0.15%
Previous 0.59%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
SELL
$26.05 - $29.17 $10.1 Million - $11.4 Million
-389,319 Reduced 71.44%
155,661 $4.08 Million
Q3 2024

Nov 12, 2024
BUY
$26.69 - $29.87 $14.5 Million - $16.3 Million
544,980 New
544,980 $15.8 Million

Others Institutions Holding SPTL

# of Institutions
457
Shares Held
357M
Call Options Held
264K
Put Options Held
19K
View Full List

About SPDR PORTFOLIO LONG TERM TREAS

SPTL Quotes by TradingView
  • Ticker SPTL
  • Sector ETFs
  • Industry ETFs
More about SPTL
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