Cornerstone Wealth Management, LLC Spdr Portfolio Long Term Treas Transaction History
Cornerstone Wealth Management, LLC
- $1.39 Billion
- Q3 2024
A detailed history of Cornerstone Wealth Management, LLC transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Cornerstone Wealth Management, LLC holds 36,591 shares of SPTL stock, worth $988,322. This represents 0.08% of its overall portfolio holdings.
Number of Shares
36,591
Previous 33,402
9.55%
Holding current value
$988,322
Previous $909,000
16.94%
% of portfolio
0.08%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding SPTL
# of Institutions
463Shares 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$453 Million0.04% of portfolio
-
Envestnet Asset Management Inc14.8MShares$401 Million0.14% of portfolio