West Wealth Group, LLC Spdr Portfolio Long Term Treas Transaction History

West Wealth Group, LLC

  • $268 Million
  • Q1 2024

A detailed history of West Wealth Group, LLC transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, West Wealth Group, LLC holds 74,120 shares of SPTL stock, worth $2.03 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares
74,120
Previous 34,329 115.91%
Holding current value
$2.03 Million
Previous $996,000 107.83%
% of portfolio
0.77%
Previous 0.39%

Shares

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

May 08, 2024
BUY
$27.25 - $28.98 $1.08 Million - $1.15 Million
39,791 Added 115.91%
74,120 $2.07 Million
Q4 2023

Jan 18, 2024
SELL
$24.55 - $29.44 $41,145 - $49,341
-1,676 Reduced 4.65%
34,329 $996,000
Q3 2023

Oct 06, 2023
SELL
$26.09 - $29.96 $16,645 - $19,114
-638 Reduced 1.74%
36,005 $941,000
Q2 2023

Jul 26, 2023
BUY
$29.25 - $31.5 $621,094 - $668,871
21,234 Added 137.8%
36,643 $1.1 Million
Q1 2023

Apr 06, 2023
BUY
$28.88 - $31.49 $445,011 - $485,229
15,409 New
15,409 $475,000

Others Institutions Holding SPTL

# of Institutions
407
Shares Held
290M
Call Options Held
25.5K
Put Options Held
10.8K
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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