Principia Wealth Advisory, LLC SPTS Holdings History
Principia Wealth Advisory, LLC's SPDR Portfolio Short Term Treasury ETF Holding Summary
As of 2025-03-31, Principia Wealth Advisory, LLC held 324,297.00 shares of SPDR Portfolio Short Term Treasury ETF(SPTS), totaling $9.46 Mil. This investment constitutes 9.06% of their stock portfolio, and Principia Wealth Advisory, LLC now holds 0.16% of the outstanding SPDR Portfolio Short Term Treasury ETF(SPTS) stock.
The initial trade took place in 2024Q4. And since then Principia Wealth Advisory, LLC has made 1 purchases of SPTS, at an average price of $29.07, for a total of 324,297.00 shares. Based on historical transaction data and SPTS's current price of $29.18, Principia Wealth Advisory, LLC's estimated gain on his SPTS holdings is $35,672.67, reflecting a 0.38% gain to date.
Principia Wealth Advisory, LLC SPTS ($29.18) Holding Chart
Principia Wealth Advisory, LLC SPTS ($29.18) 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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