Advocacy Wealth Management Services, LLC Spdr Portfolio Long Term Treas Transaction History
Advocacy Wealth Management Services, LLC
- $1.17 Billion
- Q3 2024
A detailed history of Advocacy Wealth Management Services, LLC transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Advocacy Wealth Management Services, LLC holds 2,471,891 shares of SPTL stock, worth $66.6 Million. This represents 6.15% of its overall portfolio holdings.
Number of Shares
2,471,891
Previous 2,187,692
12.99%
Holding current value
$66.6 Million
Previous $59.5 Million
20.67%
% of portfolio
6.15%
Previous 5.35%
Shares
4 transactions
Others Institutions Holding SPTL
# of Institutions
460Shares Held
355MCall Options Held
264KPut Options Held
19K-
State Street Corp Boston, MA54.9MShares$1.48 Billion0.07% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa47.9MShares$1.29 Billion0.57% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA43.1MShares$1.16 Billion2.57% of portfolio
-
Bank Of America Corp Charlotte, NC16.8MShares$452 Million0.04% of portfolio
-
Envestnet Asset Management Inc14.8MShares$400 Million0.14% of portfolio