A detailed history of Vision Point Advisory Group, LLC transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Vision Point Advisory Group, LLC holds 252 shares of SPTL stock, worth $6,982. This represents 0.0% of its overall portfolio holdings.

Number of Shares
252
Previous 132 90.91%
Holding current value
$6,982
Previous $3,000 133.33%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024

BUY
$27.25 - $28.98 $3,270 - $3,477
120 Added 90.91%
252 $7,000
Q4 2023

Feb 07, 2024

SELL
$24.55 - $29.44 $22,708 - $27,232
-925 Reduced 87.51%
132 $3,000
Q3 2023

Dec 06, 2023

BUY
$26.09 - $29.96 $13,618 - $15,639
522 Added 97.57%
1,057 $27,000
Q2 2023

Aug 21, 2023

BUY
$29.25 - $31.5 $15,648 - $16,852
535 New
535 $15,000

Others Institutions Holding SPTL

About SPDR PORTFOLIO LONG TERM TREAS


  • Ticker SPTL
  • Sector ETFs
  • Industry ETFs
More about SPTL
Track This Portfolio

Track Vision Point Advisory Group, LLC Portfolio

Follow Vision Point Advisory Group, 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 Vision Point Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vision Point Advisory Group, LLC with notifications on news.