Fonville Wealth Management LLC Spdr Portfolio Short Term Trea Transaction History

Fonville Wealth Management LLC

  • $303 Billion
  • Q4 2024

A detailed history of Fonville Wealth Management LLC transactions in Spdr Portfolio Short Term Trea stock. As of the latest transaction made, Fonville Wealth Management LLC holds 63,193 shares of SPTS stock, worth $1.84 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares
63,193
Previous 63,822 0.99%
Holding current value
$1.84 Million
Previous $1.88 Billion 2.33%
% of portfolio
0.61%
Previous 0.65%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
SELL
$28.88 - $29.33 $18,165 - $18,448
-629 Reduced 0.99%
63,193 $1.83 Billion
Q3 2024

Oct 28, 2024
BUY
$28.75 - $29.46 $2,731 - $2,798
95 Added 0.15%
63,822 $1.88 Billion
Q2 2024

Jul 30, 2024
BUY
$28.65 - $28.88 $87,124 - $87,824
3,041 Added 5.01%
63,727 $1.84 Billion
Q1 2024

Apr 26, 2024
BUY
$28.84 - $29.16 $347,406 - $351,261
12,046 Added 24.77%
60,686 $1.76 Billion
Q4 2023

Jan 31, 2024
BUY
$28.59 - $29.06 $1.39 Million - $1.41 Million
48,640 New
48,640 $1.41 Billion

Others Institutions Holding SPTS

# of Institutions
418
Shares Held
175M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR PORTFOLIO SHORT TERM TREA

SPTS Quotes by TradingView
  • Ticker SPTS
  • Sector ETFs
  • Industry ETFs
More about SPTS
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