Broadway Wealth Solutions, Inc. SPTL Holdings History
Broadway Wealth Solutions, Inc.'s SPDR Portfolio Long Term Treasury ETF Holding Summary
As of 2025-06-30, Broadway Wealth Solutions, Inc. held 125,128.00 shares of SPDR Portfolio Long Term Treasury ETF(SPTL), totaling $3.33 Mil. This investment constitutes 2.07% of their stock portfolio, and Broadway Wealth Solutions, Inc. now holds 0.03% of the outstanding SPDR Portfolio Long Term Treasury ETF(SPTL) stock.
The initial trade took place in 2024Q4. And since then Broadway Wealth Solutions, Inc. has made 2 purchases of SPTL, at an average price of $27.19, for a total of 125,128.00 shares. Based on historical transaction data and SPTL's current price of $25.99, Broadway Wealth Solutions, Inc.'s estimated gain on his SPTL holdings is $-149,965.13, reflecting a -4.41% gain to date.
Broadway Wealth Solutions, Inc. SPTL ($25.99) Holding Chart
Broadway Wealth Solutions, Inc. SPTL ($25.99) 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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