Wr Wealth Planners, LLC Spdr Portfolio Long Term Treas Transaction History

Wr Wealth Planners, LLC

$347 Million
Q3 2024

A detailed history of Wr Wealth Planners, LLC transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 6,282 shares of SPTL stock, worth $164,588. This represents 0.05% of its overall portfolio holdings.

Number of Shares

6,282

Previous 6,300 0.29%

Holding current value

$164,588

Previous $171,000 6.43%

% of portfolio

0.05%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	SELL	$26.69 - $29.87 $480 - $537	-18 Reduced 0.29%	6,282 $182,000
Q2 2024 Jul 31, 2024	BUY	$26.06 - $27.96 $7,870 - $8,443	302 Added 5.04%	6,300 $171,000
Q1 2024 Jul 31, 2024	BUY	$27.25 - $28.98 $163,445 - $173,822	5,998 New	5,998 $167,000
Q3 2023 Aug 01, 2024	SELL	$26.09 - $29.96 $4,017 - $4,613	-154 Closed	0 $0
Q2 2023 Aug 01, 2024	SELL	$29.25 - $31.5 $179,770 - $193,599	-6,146 Reduced 97.56%	154 $4.61 Million
Q1 2023 Aug 01, 2024	SELL	$28.88 - $31.49 $177,496 - $193,537	-6,146 Reduced 97.56%	154 $4.76 Million
Q3 2022 Oct 10, 2024	SELL	$29.2 - $34.52 $179,463 - $212,159	-6,146 Reduced 97.56%	154 $4.57 Million
Q1 2022 Oct 17, 2024	SELL	$36.82 - $41.14 $225,632 - $252,105	-6,128 Reduced 97.55%	154 $5.82 Million

Others Institutions Holding SPTL

# of Institutions

464

Shares Held

355M

Call Options Held

264K

Put Options Held

19K

View Full List

About SPDR PORTFOLIO LONG TERM TREAS

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Wr Wealth Planners, LLC Spdr Portfolio Long Term Treas Transaction History