Wealth Plan Partners, LLC Spdr Portfolio Long Term Corpo Transaction History

Wealth Plan Partners, LLC

$745 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 09, 2021	SELL	$31.41 - $33.28 $273,047 - $289,303	-8,693 Closed	0 $0
Q3 2020 Dec 18, 2020	BUY	$31.75 - $33.59 $276,002 - $291,997	8,693 New	8,693 $279,000

Others Institutions Holding SPLB

# of Institutions

151

Shares Held

31M

Call Options Held

11.4K

Put Options Held

18.5K

International Assets Investment Management, LLC Orlando, FL

9.28M
Shares

$212 Million
0.48% of portfolio
Lpl Financial LLC Fort Mill, SC

2.79M
Shares

$63.6 Million
0.03% of portfolio
Rockland Trust CO

1.51M
Shares

$34.5 Million
1.82% of portfolio
Nyl Investors LLC New York, NY

1.44M
Shares

$32.9 Million
2.24% of portfolio
Bank Of America Corp Charlotte, NC

1.15M
Shares

$26.2 Million
0.0% of portfolio

About SPDR PORTFOLIO LONG TERM CORPO

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