WCG Wealth Advisors LLC SPTL Holdings History
WCG Wealth Advisors LLC's SPDR Portfolio Long Term Treasury ETF Holding Summary
As of 2025-03-31, WCG Wealth Advisors LLC held 83,460.00 shares of SPDR Portfolio Long Term Treasury ETF(SPTL), totaling $2.28 Mil. This investment constitutes 0.17% of their stock portfolio, and WCG Wealth Advisors LLC now holds 0.02% of the outstanding SPDR Portfolio Long Term Treasury ETF(SPTL) stock.
The initial trade took place in 2023Q3. And since then WCG Wealth Advisors LLC has made 5 purchases of SPTL, at an average price of $27.07, for a total of 564,148.00 shares. In addition, there have been 2 sales at an average price of $26.90 for 480,688.00 shares. Based on historical transaction data and SPTL's current price of $25.77, WCG Wealth Advisors LLC's estimated gain on his SPTL holdings is $-189,716.68, reflecting a -1.24% gain to date.
WCG Wealth Advisors LLC SPTL ($25.77) Holding Chart
WCG Wealth Advisors LLC SPTL ($25.77) 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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