Journey Strategic Wealth LLC Spdr Portfolio Long Term Treas Transaction History

Journey Strategic Wealth LLC

  • $2.65 Billion
  • Q4 2024

A detailed history of Journey Strategic Wealth LLC transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 188,723 shares of SPTL stock, worth $5 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
188,723
Previous 193,842 2.64%
Holding current value
$5 Million
Previous $5.63 Million 12.28%
% of portfolio
0.19%
Previous 0.21%

Shares

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

Jan 24, 2025
SELL
$26.05 - $29.17 $133,349 - $149,321
-5,119 Reduced 2.64%
188,723 $4.94 Million
Q3 2024

Nov 12, 2024
BUY
$26.69 - $29.87 $156,056 - $174,649
5,847 Added 3.11%
193,842 $5.63 Million
Q2 2024

Aug 14, 2024
BUY
$26.06 - $27.96 $814,427 - $873,805
31,252 Added 19.94%
187,995 $5.12 Million
Q1 2024

May 13, 2024
BUY
$27.25 - $28.98 $70,332 - $74,797
2,581 Added 1.67%
156,743 $4.38 Million
Q4 2023

Feb 09, 2024
BUY
$24.55 - $29.44 $484,224 - $580,674
19,724 Added 14.67%
154,162 $4.47 Million
Q3 2023

Nov 08, 2023
BUY
$26.09 - $29.96 $748,078 - $859,043
28,673 Added 27.11%
134,438 $3.52 Million
Q2 2023

Aug 14, 2023
BUY
$29.25 - $31.5 $853,456 - $919,107
29,178 Added 38.1%
105,765 $3.16 Million
Q1 2023

May 11, 2023
BUY
$28.88 - $31.49 $653,178 - $712,209
22,617 Added 41.91%
76,587 $2.37 Million
Q4 2022

Feb 14, 2023
SELL
$27.04 - $31.56 $21,713 - $25,342
-803 Reduced 1.47%
53,970 $1.57 Million
Q3 2022

Nov 14, 2022
BUY
$29.2 - $34.52 $334,369 - $395,288
11,451 Added 26.43%
54,773 $1.62 Million
Q2 2022

Aug 15, 2022
BUY
$31.38 - $37.78 $1.36 Million - $1.64 Million
43,322 New
43,322 $1.43 Million

Others Institutions Holding SPTL

# of Institutions
479
Shares Held
364M
Call Options Held
40.7K
Put Options Held
12.7K
View Full List

About SPDR PORTFOLIO LONG TERM TREAS

SPTL Quotes by TradingView
  • Ticker SPTL
  • Sector ETFs
  • Industry ETFs
More about SPTL
Track This Portfolio

Track Journey Strategic Wealth LLC Portfolio

Follow Journey Strategic Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Journey Strategic Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Journey Strategic Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email