Tower Wealth Partners, Inc. Spdr Portfolio Short Term Trea Transaction History

Tower Wealth Partners, Inc.

$171 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 04, 2023	SELL	$28.64 - $29.36 $57 - $58	-2 Reduced 0.01%	20,268 $592,000
Q4 2022 Jan 31, 2023	BUY	$28.7 - $29.07 $1,176 - $1,191	41 Added 0.2%	20,270 $585,000
Q3 2022 Nov 14, 2022	SELL	$28.84 - $29.57 $40,779 - $41,811	-1,414 Reduced 6.53%	20,229 $583,000
Q2 2022 Aug 15, 2022	BUY	$29.16 - $29.7 $19,653 - $20,017	674 Added 3.21%	21,643 $637,000
Q1 2022 Apr 15, 2022	BUY	$29.62 - $30.41 $710 - $729	24 Added 0.11%	20,969 $622,000
Q4 2021 Feb 11, 2022	BUY	$30.42 - $30.64 $121 - $122	4 Added 0.02%	20,945 $637,000
Q3 2021 Nov 15, 2021	BUY	$30.62 - $30.7 $2,235 - $2,241	73 Added 0.35%	20,941 $641,000
Q2 2021 Aug 12, 2021	SELL	$30.62 - $30.7 $3,980 - $3,991	-130 Reduced 0.62%	20,868 $639,000
Q1 2021 May 17, 2021	SELL	$30.64 - $30.7 $505,222 - $506,212	-16,489 Reduced 43.99%	20,998 $644,000
Q4 2020 Apr 09, 2021	BUY	$30.65 - $30.71 $1.15 Million - $1.15 Million	37,487 New	37,487 $1.15 Million

Others Institutions Holding SPTS

# of Institutions

403

Shares Held

176M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

22.4M
Shares

$647 Million
0.06% of portfolio
Municipal Employees' Retirement System Of Michigan

21.7M
Shares

$627 Million
8.42% of portfolio
Richard Bernstein Advisors LLC

13.6M
Shares

$391 Million
8.59% of portfolio
State Street Corp Boston, MA

12M
Shares

$348 Million
0.01% of portfolio
Globalt Investments LLC / Ga Atlanta, GA

9.24M
Shares

$267 Million
10.18% of portfolio

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