GREAT VALLEY ADVISOR GROUP, INC. SPTL Holdings History
GREAT VALLEY ADVISOR GROUP, INC.'s SPDR Portfolio Long Term Treasury ETF Holding Summary
As of 2025-03-31, GREAT VALLEY ADVISOR GROUP, INC. held 2.81 Mil shares of SPDR Portfolio Long Term Treasury ETF(SPTL), totaling $76.73 Mil. This investment constitutes 1.65% of their stock portfolio, and GREAT VALLEY ADVISOR GROUP, INC. now holds 0.67% of the outstanding SPDR Portfolio Long Term Treasury ETF(SPTL) stock.
The initial trade took place in 2020Q1. And since then GREAT VALLEY ADVISOR GROUP, INC. has made 8 purchases of SPTL, at an average price of $27.92, for a total of 2.84 Mil shares. In addition, there have been 1 sales at an average price of $47.13 for 23,244.00 shares. Based on historical transaction data and SPTL's current price of $25.67, GREAT VALLEY ADVISOR GROUP, INC.'s estimated gain on his SPTL holdings is $-5.89 Mil, reflecting a -7.43% gain to date.
GREAT VALLEY ADVISOR GROUP, INC. SPTL ($25.67) Holding Chart
GREAT VALLEY ADVISOR GROUP, INC. SPTL ($25.67) 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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