Modern Wealth Management, LLC Spdr Portfolio Short Term Trea Transaction History
Modern Wealth Management, LLC
- $1.37 Trillion
- Q2 2024
A detailed history of Modern Wealth Management, LLC transactions in Spdr Portfolio Short Term Trea stock. As of the latest transaction made, Modern Wealth Management, LLC holds 68,528 shares of SPTS stock, worth $2 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
68,528
Previous 73,670
6.98%
Holding current value
$2 Million
Previous $2.12 Billion
6.62%
% of portfolio
0.14%
Previous 0.19%
Shares
3 transactions
Others Institutions Holding SPTS
# of Institutions
382Shares Held
135MCall Options Held
0Put Options Held
0-
Municipal Employees' Retirement System Of Michigan21.7MShares$633 Million8.69% of portfolio
-
State Street Corp Boston, MA11.4MShares$332 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC8.19MShares$239 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.57MShares$192 Million0.1% of portfolio
-
Envestnet Asset Management Inc4.85MShares$142 Million0.05% of portfolio