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

Summit Financial Wealth Advisors, LLC

  • $441 Million
  • Q1 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 86,825 shares of SPTL stock, worth $2.38 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
86,825
Previous 45,981 88.83%
Holding current value
$2.38 Million
Previous $1.33 Million 81.78%
% of portfolio
0.55%
Previous 0.34%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
407
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
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