Avantax Planning Partners, Inc. Spdr Portfolio Long Term Treas Transaction History
Avantax Planning Partners, Inc.
- $2.78 Billion
- Q3 2024
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 3,547,183 shares of SPTL stock, worth $95.6 Million. This represents 3.71% of its overall portfolio holdings.
Number of Shares
3,547,183
Previous 3,619,664
2.0%
Holding current value
$95.6 Million
Previous $98.5 Million
4.66%
% of portfolio
3.71%
Previous 3.18%
Shares
2 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