Erts Wealth Advisors, LLC Spdr Portfolio Long Term Treas Transaction History
Erts Wealth Advisors, LLC
- $529 Million
- Q4 2024
A detailed history of Erts Wealth Advisors, LLC transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Erts Wealth Advisors, LLC holds 1,180,677 shares of SPTL stock, worth $30.7 Million. This represents 5.84% of its overall portfolio holdings.
Number of Shares
1,180,677
Previous 1,126,350
4.82%
Holding current value
$30.7 Million
Previous $32.7 Million
5.56%
% of portfolio
5.84%
Previous 6.13%
Shares
4 transactions
Others Institutions Holding SPTL
# of Institutions
462Shares Held
356MCall Options Held
264KPut Options Held
19K-
State Street Corp Boston, MA54.9MShares$1.43 Billion0.07% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa47.9MShares$1.25 Billion0.57% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA43.1MShares$1.12 Billion2.57% of portfolio
-
Bank Of America Corp Charlotte, NC16.8MShares$436 Million0.04% of portfolio
-
Envestnet Asset Management Inc14.8MShares$386 Million0.14% of portfolio