Family Wealth Group, LLC Spdr Portfolio Long Term Treas Transaction History
Family Wealth Group, LLC
- $92.9 Million
- Q3 2024
A detailed history of Family Wealth Group, LLC transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Family Wealth Group, LLC holds 22,441 shares of SPTL stock, worth $620,269. This represents 0.7% of its overall portfolio holdings.
Number of Shares
22,441
Previous 23,049
2.64%
Holding current value
$620,269
Previous $627,000
3.99%
% of portfolio
0.7%
Previous 0.68%
Shares
4 transactions
Others Institutions Holding SPTL
# of Institutions
462Shares Held
355MCall Options Held
264KPut Options Held
19K-
State Street Corp Boston, MA54.9MShares$1.52 Billion0.07% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa47.9MShares$1.32 Billion0.57% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA43.1MShares$1.19 Billion2.57% of portfolio
-
Bank Of America Corp Charlotte, NC16.8MShares$464 Million0.04% of portfolio
-
Envestnet Asset Management Inc14.8MShares$410 Million0.14% of portfolio