Private Wealth Group, LLC SPTS Holdings History
Private Wealth Group, LLC's SPDR Portfolio Short Term Treasury ETF Holding Summary
As of 2025-03-31, Private Wealth Group, LLC held 214,635.00 shares of SPDR Portfolio Short Term Treasury ETF(SPTS), totaling $6.28 Mil. This investment constitutes 3.69% of their stock portfolio, and Private Wealth Group, LLC now holds 0.1% of the outstanding SPDR Portfolio Short Term Treasury ETF(SPTS) stock.
The initial trade took place in 2019Q4. And since then Private Wealth Group, LLC has made 8 purchases of SPTS, at an average price of $30.06, for a total of 1.41 Mil shares. In addition, there have been 14 sales at an average price of $30.26 for 1.19 Mil shares. Based on historical transaction data and SPTS's current price of $29.12, Private Wealth Group, LLC's estimated gain on his SPTS holdings is $26,888.19, reflecting a 0.06% gain to date.
Private Wealth Group, LLC SPTS ($29.12) Holding Chart
Private Wealth Group, LLC SPTS ($29.12) 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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