ALTFEST L J & CO INC SPTS Holdings History

Number of Shares
48,783.00
Current Holdings Value*
$1.43 Mil
% of Portfolio
0.18%
Total Estimate Gain
$-212,462.94
% of Total Estimate Gain
-0.52%

ALTFEST L J & CO INC's SPDR Portfolio Short Term Treasury ETF Holding Summary

As of 2025-03-31, ALTFEST L J & CO INC held 48,783.00 shares of SPDR Portfolio Short Term Treasury ETF(SPTS), totaling $1.43 Mil. This investment constitutes 0.18% of their stock portfolio, and ALTFEST L J & CO INC now holds 0.02% of the outstanding SPDR Portfolio Short Term Treasury ETF(SPTS) stock.

The initial trade took place in 2019Q3. And since then ALTFEST L J & CO INC has made 9 purchases of SPTS, at an average price of $29.73, for a total of 1.37 Mil shares. In addition, there have been 10 sales at an average price of $29.59 for 1.32 Mil shares. Based on historical transaction data and SPTS's current price of $29.24, ALTFEST L J & CO INC's estimated gain on his SPTS holdings is $-212,462.94, reflecting a -0.52% gain to date.

ALTFEST L J & CO INC SPTS ($29.24) Holding Chart

ALTFEST L J & CO INC SPTS ($29.24) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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