Comprehensive Wealth Management, LLC SPTI Holdings History
Comprehensive Wealth Management, LLC's SPDR Portfolio Intermediate Term Treasury ETF Holding Summary
As of 2025-03-31, Comprehensive Wealth Management, LLC held 656,736.00 shares of SPDR Portfolio Intermediate Term Treasury ETF(SPTI), totaling $18.77 Mil. This investment constitutes 13.06% of their stock portfolio, and Comprehensive Wealth Management, LLC now holds 0.22% of the outstanding SPDR Portfolio Intermediate Term Treasury ETF(SPTI) stock.
The initial trade took place in 2021Q2. And since then Comprehensive Wealth Management, LLC has made 8 purchases of SPTI, at an average price of $29.40, for a total of 1.88 Mil shares. In addition, there have been 8 sales at an average price of $28.39 for 1.23 Mil shares. Based on historical transaction data and SPTI's current price of $28.48, Comprehensive Wealth Management, LLC's estimated gain on his SPTI holdings is $-1.84 Mil, reflecting a -3.33% gain to date.
Comprehensive Wealth Management, LLC SPTI ($28.48) Holding Chart
Comprehensive Wealth Management, LLC SPTI ($28.48) 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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