Summit Financial Wealth Advisors, LLC Spdr Portfolio Long Term Treas Transaction History

Summit Financial Wealth Advisors, LLC

  • $440 Million
  • Q2 2024

A detailed history of Summit Financial Wealth Advisors, LLC transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 127,986 shares of SPTL stock, worth $3.46 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares
127,986
Previous 86,825 47.41%
Holding current value
$3.46 Million
Previous $2.43 Million 43.63%
% of portfolio
0.79%
Previous 0.55%

Shares

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

Aug 12, 2024
BUY
$26.06 - $27.96 $1.07 Million - $1.15 Million
41,161 Added 47.41%
127,986 $3.48 Million
Q1 2024

May 02, 2024
BUY
$27.25 - $28.98 $1.11 Million - $1.18 Million
40,844 Added 88.83%
86,825 $2.43 Million
Q4 2023

Jan 19, 2024
BUY
$24.55 - $29.44 $564,183 - $676,560
22,981 Added 99.92%
45,981 $1.33 Million
Q3 2023

Nov 13, 2023
BUY
$26.09 - $29.96 $600,070 - $689,080
23,000 New
23,000 $601,000

Others Institutions Holding SPTL

# of Institutions
437
Shares Held
332M
Call Options Held
26.8K
Put Options Held
1.2K
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 Summit Financial Wealth Advisors, LLC Portfolio

Follow Summit Financial Wealth Advisors, 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 Summit Financial Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email