PTM WEALTH MANAGEMENT, LLC ULST Holdings History
PTM WEALTH MANAGEMENT, LLC's SPDR SSgA Ultra Short Term Bond ETF Holding Summary
As of 2025-06-30, PTM WEALTH MANAGEMENT, LLC held 609,771.00 shares of SPDR SSgA Ultra Short Term Bond ETF(ULST), totaling $24.70 Mil. This investment constitutes 16.34% of their stock portfolio, and PTM WEALTH MANAGEMENT, LLC now holds 3.74% of the outstanding SPDR SSgA Ultra Short Term Bond ETF(ULST) stock.
The initial trade took place in 2025Q1. And since then PTM WEALTH MANAGEMENT, LLC has made 1 purchases of ULST, at an average price of $40.54, for a total of 609,771.00 shares. Based on historical transaction data and ULST's current price of $40.59, PTM WEALTH MANAGEMENT, LLC's estimated gain on his ULST holdings is $28,336.99, reflecting a 0.11% gain to date.
PTM WEALTH MANAGEMENT, LLC ULST ($40.59) Holding Chart
PTM WEALTH MANAGEMENT, LLC ULST ($40.59) 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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