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

Summit Financial Wealth Advisors, LLC

  • $505 Million
  • Q3 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 154,347 shares of SPTL stock, worth $4.07 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares
154,347
Previous 127,986 20.6%
Holding current value
$4.07 Million
Previous $3.48 Million 28.8%
% of portfolio
0.89%
Previous 0.79%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$26.69 - $29.87 $703,575 - $787,403
26,361 Added 20.6%
154,347 $4.49 Million
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
463
Shares Held
355M
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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