Number of Shares
263,274.00
Current Holdings Value*
$7.18 Mil
% of Portfolio
5.21%
Total Estimate Gain
$-398,433.14
% of Total Estimate Gain
-5.55%

MPWM ADVISORY SOLUTIONS, LLC's SPDR Portfolio Long Term Treasury ETF Holding Summary

As of 2025-03-31, MPWM ADVISORY SOLUTIONS, LLC held 263,274.00 shares of SPDR Portfolio Long Term Treasury ETF(SPTL), totaling $7.18 Mil. This investment constitutes 5.21% of their stock portfolio, and MPWM ADVISORY SOLUTIONS, LLC now holds 0.06% of the outstanding SPDR Portfolio Long Term Treasury ETF(SPTL) stock.

The initial trade took place in 2024Q4. And since then MPWM ADVISORY SOLUTIONS, LLC has made 1 purchases of SPTL, at an average price of $27.28, for a total of 263,274.00 shares. Based on historical transaction data and SPTL's current price of $25.77, MPWM ADVISORY SOLUTIONS, LLC's estimated gain on his SPTL holdings is $-398,433.14, reflecting a -5.55% gain to date.

MPWM ADVISORY SOLUTIONS, LLC SPTL ($25.77) Holding Chart

MPWM ADVISORY 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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