Avantax Planning Partners, Inc. Spdr Portfolio Long Term Treas Transaction History
Avantax Planning Partners, Inc.
- $2.81 Billion
- Q1 2025
A detailed history of Avantax Planning Partners, Inc. transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 3,717,179 shares of SPTL stock, worth $99.2 Million. This represents 3.61% of its overall portfolio holdings.
Number of Shares
3,717,179
Previous 3,610,306
2.96%
Holding current value
$99.2 Million
Previous $94.6 Million
7.17%
% of portfolio
3.61%
Previous 3.43%
Shares
4 transactions
Others Institutions Holding SPTL
# of Institutions
490Shares Held
368MCall Options Held
40.7KPut Options Held
12.7K-
State Street Corp Boston, MA57.8MShares$1.54 Billion0.06% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa51.2MShares$1.37 Billion0.54% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA46.7MShares$1.25 Billion2.58% of portfolio
-
Envestnet Asset Management Inc16.7MShares$446 Million0.15% of portfolio
-
Bank Of America Corp Charlotte, NC12.3MShares$328 Million0.03% of portfolio