CFS Investment Advisory Services, LLC SPTL Holdings History
CFS Investment Advisory Services, LLC's SPDR Portfolio Long Term Treasury ETF Holding Summary
As of 2025-03-31, CFS Investment Advisory Services, LLC held 588,023.00 shares of SPDR Portfolio Long Term Treasury ETF(SPTL), totaling $16.03 Mil. This investment constitutes 1.43% of their stock portfolio, and CFS Investment Advisory Services, LLC now holds 0.14% of the outstanding SPDR Portfolio Long Term Treasury ETF(SPTL) stock.
The initial trade took place in 2020Q4. And since then CFS Investment Advisory Services, LLC has made 8 purchases of SPTL, at an average price of $34.60, for a total of 13.04 Mil shares. In addition, there have been 8 sales at an average price of $30.71 for 12.45 Mil shares. Based on historical transaction data and SPTL's current price of $25.70, CFS Investment Advisory Services, LLC's estimated gain on his SPTL holdings is $-53.74 Mil, reflecting a -11.91% gain to date.
CFS Investment Advisory Services, LLC SPTL ($25.70) Holding Chart
CFS Investment Advisory Services, LLC SPTL ($25.70) 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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