Centric Wealth Management SPTS Holdings History
Centric Wealth Management's SPDR Portfolio Short Term Treasury ETF Holding Summary
As of 2025-03-31, Centric Wealth Management held 526,100.00 shares of SPDR Portfolio Short Term Treasury ETF(SPTS), totaling $15.38 Mil. This investment constitutes 4.04% of their stock portfolio, and Centric Wealth Management now holds 0.26% of the outstanding SPDR Portfolio Short Term Treasury ETF(SPTS) stock.
The initial trade took place in 2024Q3. And since then Centric Wealth Management has made 2 purchases of SPTS, at an average price of $29.10, for a total of 630,933.00 shares. In addition, there have been 1 sales at an average price of $29.07 for 104,833.00 shares. Based on historical transaction data and SPTS's current price of $29.14, Centric Wealth Management's estimated gain on his SPTS holdings is $20,427.10, reflecting a 0.11% gain to date.
Centric Wealth Management SPTS ($29.14) Holding Chart
Centric Wealth Management SPTS ($29.14) 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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