Integrity Wealth Solutions LLC SPTL Holdings History
Integrity Wealth Solutions LLC's SPDR Portfolio Long Term Treasury ETF Holding Summary
As of 2025-03-31, Integrity Wealth Solutions LLC held 144,089.00 shares of SPDR Portfolio Long Term Treasury ETF(SPTL), totaling $3.93 Mil. This investment constitutes 2.13% of their stock portfolio, and Integrity Wealth Solutions LLC now holds 0.03% of the outstanding SPDR Portfolio Long Term Treasury ETF(SPTL) stock.
The initial trade took place in 2023Q4. And since then Integrity Wealth Solutions LLC has made 5 purchases of SPTL, at an average price of $26.69, for a total of 144,089.00 shares. Based on historical transaction data and SPTL's current price of $25.70, Integrity Wealth Solutions LLC's estimated gain on his SPTL holdings is $-142,767.18, reflecting a -3.71% gain to date.
Integrity Wealth Solutions LLC SPTL ($25.70) Holding Chart
Integrity Wealth Solutions 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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