Aj Wealth Strategies, LLC Spdr Portfolio Long Term Treas Transaction History

Aj Wealth Strategies, LLC

$2.07 Billion
Q2 2023

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 15, 2020	SELL	$39.27 - $49.27 $407,229 - $510,929	-10,370 Closed	0 $0
Q2 2018 Jul 19, 2018	BUY	N/A	1,846 Added 21.66%	10,370 $363,000
Q1 2018 Jul 19, 2018	BUY	N/A	8,524 New	8,524 $299,000

Others Institutions Holding SPTL

# of Institutions

461

Shares Held

355M

Call Options Held

264K

Put Options Held

19K

State Street Corp Boston, MA

54.9M
Shares

$1.47 Billion
0.07% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

47.9M
Shares

$1.29 Billion
0.57% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

43.1M
Shares

$1.16 Billion
2.57% of portfolio
Bank Of America Corp Charlotte, NC

16.8M
Shares

$450 Million
0.04% of portfolio
Envestnet Asset Management Inc

14.8M
Shares

$398 Million
0.14% of portfolio

About SPDR PORTFOLIO LONG TERM TREAS

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