Wcg Wealth Advisors LLC Spdr Portfolio Long Term Treas Transaction History

Wcg Wealth Advisors LLC

$1.42 Billion
Q4 2024

A detailed history of Wcg Wealth Advisors LLC transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 396,660 shares of SPTL stock, worth $10.8 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares

396,660

Previous 564,148 29.69%

Holding current value

$10.8 Million

Previous $16.4 Million 36.66%

% of portfolio

0.73%

Previous 1.11%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 18, 2025	SELL	$26.05 - $29.17 $4.36 Million - $4.89 Million	-167,488 Reduced 29.69%	396,660 $10.4 Million
Q3 2024 Nov 13, 2024	BUY	$26.69 - $29.87 $919,897 - $1.03 Million	34,466 Added 6.51%	564,148 $16.4 Million
Q2 2024 Aug 12, 2024	BUY	$26.06 - $27.96 $728,298 - $781,398	27,947 Added 5.57%	529,682 $14.4 Million
Q1 2024 May 13, 2024	BUY	$27.25 - $28.98 $588,518 - $625,881	21,597 Added 4.5%	501,735 $14 Million
Q4 2023 Feb 08, 2024	BUY	$24.55 - $29.44 $9.45 Million - $11.3 Million	385,107 Added 405.24%	480,138 $13.9 Million
Q3 2023 Nov 09, 2023	BUY	$26.09 - $29.96 $2.48 Million - $2.85 Million	95,031 New	95,031 $2.49 Million

Others Institutions Holding SPTL

# of Institutions

482

Shares Held

362M

Call Options Held

40.7K

Put Options Held

12.7K

View Full List

About SPDR PORTFOLIO LONG TERM TREAS

Ticker SPTL
Sector ETFs
Industry ETFs

More about SPTL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wcg Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wcg Wealth Advisors LLC with notifications on news.

Account

Wcg Wealth Advisors LLC Spdr Portfolio Long Term Treas Transaction History