Trinity Point Wealth, LLC Spdr Portfolio Short Term Trea Transaction History

Trinity Point Wealth, LLC

  • $689 Million
  • Q4 2024

A detailed history of Trinity Point Wealth, LLC transactions in Spdr Portfolio Short Term Trea stock. As of the latest transaction made, Trinity Point Wealth, LLC holds 43,770 shares of SPTS stock, worth $1.28 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
43,770
Previous 48,086 8.98%
Holding current value
$1.28 Million
Previous $1.41 Million 10.25%
% of portfolio
0.18%
Previous 0.21%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
$28.88 - $29.33 $124,646 - $126,588
-4,316 Reduced 8.98%
43,770 $1.27 Million
Q3 2024

Nov 07, 2024
BUY
$28.75 - $29.46 $903,267 - $925,574
31,418 Added 188.49%
48,086 $1.41 Million
Q2 2024

Jul 30, 2024
BUY
$28.65 - $28.88 $477,538 - $481,371
16,668 New
16,668 $481,000
Q4 2023

Feb 08, 2024
SELL
$28.59 - $29.06 $211,451 - $214,927
-7,396 Reduced 47.43%
8,198 $238,000
Q3 2023

Nov 08, 2023
BUY
$28.66 - $28.88 $23,157 - $23,335
808 Added 5.46%
15,594 $447,000
Q2 2023

Aug 07, 2023
BUY
$28.78 - $29.3 $5,928 - $6,035
206 Added 1.41%
14,786 $425,000
Q1 2023

May 04, 2023
BUY
$28.64 - $29.36 $417,571 - $428,068
14,580 New
14,580 $426,000

Others Institutions Holding SPTS

# of Institutions
442
Shares Held
169M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR PORTFOLIO SHORT TERM TREA

SPTS Quotes by TradingView
  • Ticker SPTS
  • Sector ETFs
  • Industry ETFs
More about SPTS
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