PLANWISER FINANCIAL, LLC SPTI Holdings History
Number of Shares
232,655.00
Current Holdings Value*
$6.65 Mil
% of Portfolio
6.02%
Total Estimate Gain
$83,755.80
% of Total Estimate Gain
1.28%
PLANWISER FINANCIAL, LLC's SPDR Portfolio Intermediate Term Treasury ETF Holding Summary
As of 2025-03-31, PLANWISER FINANCIAL, LLC held 232,655.00 shares of SPDR Portfolio Intermediate Term Treasury ETF(SPTI), totaling $6.65 Mil. This investment constitutes 6.02% of their stock portfolio, and PLANWISER FINANCIAL, LLC now holds 0.08% of the outstanding SPDR Portfolio Intermediate Term Treasury ETF(SPTI) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and SPTI's current price of $28.50, PLANWISER FINANCIAL, LLC's estimated gain on his SPTI holdings is $83,755.80, reflecting a 1.28% gain to date.
PLANWISER FINANCIAL, LLC SPTI ($28.50) Holding Chart
PLANWISER FINANCIAL, LLC SPTI ($28.50) 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 % | |||
Top Ranked Articles
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers