Erts Wealth Advisors, LLC Spdr Portfolio Long Term Treas Transaction History
Erts Wealth Advisors, LLC
- $514 Million
- Q1 2025
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 1,197,752 shares of SPTL stock, worth $32 Million. This represents 6.35% of its overall portfolio holdings.
Number of Shares
1,197,752
Previous 1,180,677
1.45%
Holding current value
$32 Million
Previous $30.9 Million
5.59%
% of portfolio
6.35%
Previous 5.84%
Shares
5 transactions
Others Institutions Holding SPTL
# of Institutions
490Shares Held
368MCall Options Held
40.7KPut Options Held
12.7K-
State Street Corp Boston, MA57.8MShares$1.54 Billion0.06% 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, CA46.7MShares$1.25 Billion2.58% of portfolio
-
Envestnet Asset Management Inc16.7MShares$446 Million0.15% of portfolio
-
Bank Of America Corp Charlotte, NC12.3MShares$328 Million0.03% of portfolio