Wells Trecaso Financial Group, LLC Spdr Portfolio Short Term Trea Transaction History

Wells Trecaso Financial Group, LLC

  • $306 Million
  • Q4 2024

A detailed history of Wells Trecaso Financial Group, LLC transactions in Spdr Portfolio Short Term Trea stock. As of the latest transaction made, Wells Trecaso Financial Group, LLC holds 31,122 shares of SPTS stock, worth $907,828. This represents 0.29% of its overall portfolio holdings.

Number of Shares
31,122
Previous 24,277 28.2%
Holding current value
$907,828
Previous $713,000 26.51%
% of portfolio
0.29%
Previous 0.23%

Shares

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

Jan 17, 2025
BUY
$28.88 - $29.33 $197,683 - $200,763
6,845 Added 28.2%
31,122 $902,000
Q3 2024

Oct 24, 2024
BUY
$28.75 - $29.46 $87,256 - $89,411
3,035 Added 14.29%
24,277 $713,000
Q2 2024

Aug 13, 2024
BUY
$28.65 - $28.88 $121,647 - $122,624
4,246 Added 24.98%
21,242 $613,000
Q1 2024

Apr 24, 2024
BUY
$28.84 - $29.16 $490,164 - $495,603
16,996 New
16,996 $491,000

Others Institutions Holding SPTS

# of Institutions
421
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
Track This Portfolio

Track Wells Trecaso Financial Group, LLC Portfolio

Follow Wells Trecaso Financial Group, 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 Wells Trecaso Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wells Trecaso Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email