Erts Wealth Advisors, LLC Spdr Portfolio Long Term Treas Transaction History
Erts Wealth Advisors, LLC
- $490 Million
- Q1 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 1,022,220 shares of SPTL stock, worth $27.8 Million. This represents 5.83% of its overall portfolio holdings.
Number of Shares
1,022,220Holding current value
$27.8 Million% of portfolio
5.83%Shares
1 transactions
Others Institutions Holding SPTL
# of Institutions
406Shares Held
290MCall Options Held
25.5KPut Options Held
10.8K-
State Street Corp Boston, MA49.3MShares$1.34 Billion0.06% of portfolio
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Ken Fisher Fisher Asset Management, LLC | Camas, Wa39.1MShares$1.06 Billion0.51% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA39MShares$1.06 Billion2.46% of portfolio
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Bank Of America Corp Charlotte, NC16.1MShares$438 Million0.04% of portfolio
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Envestnet Asset Management Inc12.3MShares$336 Million0.13% of portfolio