ERTS Wealth Advisors, LLC SPTL Holdings History
ERTS Wealth Advisors, LLC's SPDR Portfolio Long Term Treasury ETF Holding Summary
As of 2025-03-31, ERTS Wealth Advisors, LLC held 1.20 Mil shares of SPDR Portfolio Long Term Treasury ETF(SPTL), totaling $32.65 Mil. This investment constitutes 6.34% of their stock portfolio, and ERTS Wealth Advisors, LLC now holds 0.28% of the outstanding SPDR Portfolio Long Term Treasury ETF(SPTL) stock.
The initial trade took place in 2024Q1. And since then ERTS Wealth Advisors, LLC has made 5 purchases of SPTL, at an average price of $27.80, for a total of 1.20 Mil shares. Based on historical transaction data and SPTL's current price of $26.11, ERTS Wealth Advisors, LLC's estimated gain on his SPTL holdings is $-2.03 Mil, reflecting a -6.09% gain to date.
ERTS Wealth Advisors, LLC SPTL ($26.11) Holding Chart
ERTS Wealth Advisors, LLC 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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