Michael A. Dubis Financial Planning, LLC SPTS Holdings History
Michael A. Dubis Financial Planning, LLC's SPDR Portfolio Short Term Treasury ETF Holding Summary
As of 2025-03-31, Michael A. Dubis Financial Planning, LLC held 168,753.00 shares of SPDR Portfolio Short Term Treasury ETF(SPTS), totaling $4.93 Mil. This investment constitutes 4.79% of their stock portfolio, and Michael A. Dubis Financial Planning, LLC now holds 0.08% of the outstanding SPDR Portfolio Short Term Treasury ETF(SPTS) stock.
The initial trade took place in 2024Q4. And since then Michael A. Dubis Financial Planning, LLC has made 1 purchases of SPTS, at an average price of $29.07, for a total of 168,753.00 shares. Based on historical transaction data and SPTS's current price of $29.11, Michael A. Dubis Financial Planning, LLC's estimated gain on his SPTS holdings is $6,767.00, reflecting a 0.14% gain to date.
Michael A. Dubis Financial Planning, LLC SPTS ($29.11) Holding Chart
Michael A. Dubis Financial Planning, LLC SPTS ($29.11) 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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