Bogart Wealth, LLC Spdr Portfolio Long Term Treas Transaction History
Bogart Wealth, LLC
- $2.1 Billion
- Q4 2024
A detailed history of Bogart Wealth, LLC transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Bogart Wealth, LLC holds 381 shares of SPTL stock, worth $10,172. This represents 0.0% of its overall portfolio holdings.
Number of Shares
381
Previous 381
-0.0%
Holding current value
$10,172
Previous $11,000
18.18%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SPTL
# of Institutions
469Shares Held
366MCall Options Held
264KPut Options Held
19K-
State Street Corp Boston, MA54.9MShares$1.46 Billion0.07% 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, CA43.1MShares$1.15 Billion2.57% of portfolio
-
Bank Of America Corp Charlotte, NC16.8MShares$448 Million0.04% of portfolio
-
Envestnet Asset Management Inc14.8MShares$396 Million0.14% of portfolio