Concord Wealth Partners Spdr Portfolio Long Term Treas Transaction History

Concord Wealth Partners

$591 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 04, 2022	BUY	$31.38 - $37.78 $8,409 - $10,125	268 New	268 $9,000

Others Institutions Holding SPTL

# of Institutions

463

Shares Held

355M

Call Options Held

264K

Put Options Held

19K

State Street Corp Boston, MA

54.9M
Shares

$1.45 Billion
0.07% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

47.9M
Shares

$1.26 Billion
0.57% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

43.1M
Shares

$1.14 Billion
2.57% of portfolio
Bank Of America Corp Charlotte, NC

16.8M
Shares

$443 Million
0.04% of portfolio
Envestnet Asset Management Inc

14.8M
Shares

$392 Million
0.14% of portfolio

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