Org Wealth Partners, LLC Spdr Portfolio Long Term Treas Call Options Transaction History

Org Wealth Partners, LLC

$301 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SPTL

# of Institutions

462

Shares Held

355M

Call Options Held

264K

Put Options Held

19K

State Street Corp Boston, MA

54.9M
Shares

$1.52 Billion
0.07% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

47.9M
Shares

$1.32 Billion
0.57% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

43.1M
Shares

$1.19 Billion
2.57% of portfolio
Bank Of America Corp Charlotte, NC

16.8M
Shares

$464 Million
0.04% of portfolio
Envestnet Asset Management Inc

14.8M
Shares

$410 Million
0.14% of portfolio

About SPDR PORTFOLIO LONG TERM TREAS

Ticker SPTL
Sector ETFs
Industry ETFs

More about SPTL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Org Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Org Wealth Partners, LLC with notifications on news.