Lowe Wealth Advisors, LLC SPTS Holdings History
Lowe Wealth Advisors, LLC's SPDR Portfolio Short Term Treasury ETF Holding Summary
As of 2025-03-31, Lowe Wealth Advisors, LLC held 395,826.00 shares of SPDR Portfolio Short Term Treasury ETF(SPTS), totaling $11.57 Mil. This investment constitutes 4.92% of their stock portfolio, and Lowe Wealth Advisors, LLC now holds 0.19% of the outstanding SPDR Portfolio Short Term Treasury ETF(SPTS) stock.
The initial trade took place in 2023Q1. And since then Lowe Wealth Advisors, LLC has made 9 purchases of SPTS, at an average price of $28.90, for a total of 395,826.00 shares. Based on historical transaction data and SPTS's current price of $29.27, Lowe Wealth Advisors, LLC's estimated gain on his SPTS holdings is $146,645.10, reflecting a 1.28% gain to date.
Lowe Wealth Advisors, LLC SPTS ($29.27) Holding Chart
Lowe Wealth Advisors, LLC SPTS ($29.27) 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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