Fonville Wealth Management LLC Spdr Portfolio Short Term Trea Transaction History
Fonville Wealth Management LLC
- $252 Billion
- Q2 2024
A detailed history of Fonville Wealth Management LLC transactions in Spdr Portfolio Short Term Trea stock. As of the latest transaction made, Fonville Wealth Management LLC holds 63,727 shares of SPTS stock, worth $1.87 Million. This represents 0.73% of its overall portfolio holdings.
Number of Shares
63,727
Previous 60,686
5.01%
Holding current value
$1.87 Million
Previous $1.76 Billion
4.83%
% of portfolio
0.73%
Previous 0.78%
Shares
3 transactions
Others Institutions Holding SPTS
# of Institutions
381Shares Held
135MCall Options Held
0Put Options Held
0-
Municipal Employees' Retirement System Of Michigan21.7MShares$638 Million8.69% of portfolio
-
State Street Corp Boston, MA11.4MShares$334 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC8.19MShares$241 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.57MShares$193 Million0.1% of portfolio
-
Envestnet Asset Management Inc4.85MShares$143 Million0.05% of portfolio