Number of Shares
144,089.00
Current Holdings Value*
$3.93 Mil
% of Portfolio
2.13%
Total Estimate Gain
$-133,275.75
% of Total Estimate Gain
-3.47%

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 $25.77, Integrity Wealth Solutions LLC's estimated gain on his SPTL holdings is $-133,275.75, reflecting a -3.47% gain to date.

Integrity Wealth Solutions LLC SPTL ($25.77) Holding Chart

Integrity Wealth Solutions LLC SPTL ($25.77) 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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