Nova R Wealth, Inc. SPTB Holdings History

Number of Shares
114,032.00
Current Holdings Value*
$3.48 Mil
% of Portfolio
1.62%
Total Estimate Gain
$9,780.36
% of Total Estimate Gain
0.27%

Nova R Wealth, Inc.'s SPDR Series Trust SPDR Portfolio Treasury ETF Holding Summary

As of 2025-06-30, Nova R Wealth, Inc. held 114,032.00 shares of SPDR Series Trust SPDR Portfolio Treasury ETF(SPTB), totaling $3.48 Mil. This investment constitutes 1.62% of their stock portfolio, and Nova R Wealth, Inc. now holds 3.8% of the outstanding SPDR Series Trust SPDR Portfolio Treasury ETF(SPTB) stock.

The initial trade took place in 2025Q1. And since then Nova R Wealth, Inc. has made 1 purchases of SPTB, at an average price of $30.15, for a total of 120,610.00 shares. In addition, there have been 1 sales at an average price of $30.25 for 6,578.00 shares. Based on historical transaction data and SPTB's current price of $30.23, Nova R Wealth, Inc.'s estimated gain on his SPTB holdings is $9,780.36, reflecting a 0.27% gain to date.

Nova R Wealth, Inc. SPTB ($30.23) Holding Chart

Nova R Wealth, Inc. SPTB ($30.23) 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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