Org Wealth Partners, LLC Spdr Portfolio Long Term Treas Transaction History
Org Wealth Partners, LLC
- $139 Million
- Q4 2024
A detailed history of Org Wealth Partners, LLC transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Org Wealth Partners, LLC holds 526 shares of SPTL stock, worth $13,686. This represents 0.01% of its overall portfolio holdings.
Number of Shares
526
Previous 668
21.26%
Holding current value
$13,686
Previous $19.4 Million
99.93%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SPTL
# of Institutions
462Shares Held
356MCall Options Held
264KPut Options Held
19K-
State Street Corp Boston, MA54.9MShares$1.43 Billion0.07% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa47.9MShares$1.25 Billion0.57% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA43.1MShares$1.12 Billion2.57% of portfolio
-
Bank Of America Corp Charlotte, NC16.8MShares$436 Million0.04% of portfolio
-
Envestnet Asset Management Inc14.8MShares$386 Million0.14% of portfolio