Avantax Planning Partners, Inc. SPTL Holdings History
Avantax Planning Partners, Inc.'s SPDR Portfolio Long Term Treasury ETF Holding Summary
As of 2025-03-31, Avantax Planning Partners, Inc. held 3.72 Mil shares of SPDR Portfolio Long Term Treasury ETF(SPTL), totaling $101.33 Mil. This investment constitutes 3.59% of their stock portfolio, and Avantax Planning Partners, Inc. now holds 0.89% of the outstanding SPDR Portfolio Long Term Treasury ETF(SPTL) stock.
The initial trade took place in 2024Q2. And since then Avantax Planning Partners, Inc. has made 3 purchases of SPTL, at an average price of $26.99, for a total of 3.79 Mil shares. In addition, there have been 1 sales at an average price of $28.53 for 72,481.00 shares. Based on historical transaction data and SPTL's current price of $26.11, Avantax Planning Partners, Inc.'s estimated gain on his SPTL holdings is $-3.15 Mil, reflecting a -3.08% gain to date.
Avantax Planning Partners, Inc. SPTL ($26.11) Holding Chart
Avantax Planning Partners, Inc. SPTL ($26.11) 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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