Advocacy Wealth Management Services, LLC Spdr Portfolio Long Term Treas Transaction History
Advocacy Wealth Management Services, LLC
- $1.11 Billion
- Q2 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 2,187,692 shares of SPTL stock, worth $64.2 Million. This represents 5.35% of its overall portfolio holdings.
Number of Shares
2,187,692
Previous 1,774,833
23.26%
Holding current value
$64.2 Million
Previous $49.6 Million
20.09%
% of portfolio
5.35%
Previous 4.65%
Shares
3 transactions
Others Institutions Holding SPTL
# of Institutions
429Shares Held
327MCall Options Held
26.8KPut Options Held
1.2K-
State Street Corp Boston, MA54.9MShares$1.61 Billion0.07% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA41.2MShares$1.21 Billion2.5% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa39.8MShares$1.17 Billion0.47% of portfolio
-
Bank Of America Corp Charlotte, NC17.9MShares$524 Million0.04% of portfolio
-
Goldman Sachs Group Inc New York, NY14.1MShares$415 Million0.07% of portfolio