Shepherd Financial Partners LLC Spdr Portfolio Long Term Treas Transaction History

Shepherd Financial Partners LLC

  • $761 Million
  • Q1 2024

A detailed history of Shepherd Financial Partners LLC transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 381,137 shares of SPTL stock, worth $10.2 Million. This represents 1.4% of its overall portfolio holdings.

Number of Shares
381,137
Previous 627,958 39.31%
Holding current value
$10.2 Million
Previous $18.2 Million 41.57%
% of portfolio
1.4%
Previous 2.6%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024
SELL
$27.25 - $28.98 $6.73 Million - $7.15 Million
-246,821 Reduced 39.31%
381,137 $10.6 Million
Q4 2023

Feb 12, 2024
BUY
$24.55 - $29.44 $15.4 Million - $18.5 Million
627,958 New
627,958 $18.2 Million

Others Institutions Holding SPTL

# of Institutions
406
Shares Held
290M
Call Options Held
25.5K
Put Options Held
10.8K
View Full List

About SPDR PORTFOLIO LONG TERM TREAS

SPTL Quotes by TradingView
  • Ticker SPTL
  • Sector ETFs
  • Industry ETFs
More about SPTL
Track This Portfolio

Track Shepherd Financial Partners LLC Portfolio

Follow Shepherd Financial Partners 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 Shepherd Financial Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Shepherd Financial Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email