Family Wealth Group, LLC Spdr Portfolio Long Term Treas Transaction History
Family Wealth Group, LLC
- $92.4 Million
- Q2 2024
A detailed history of Family Wealth Group, LLC transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Family Wealth Group, LLC holds 23,049 shares of SPTL stock, worth $633,156. This represents 0.68% of its overall portfolio holdings.
Number of Shares
23,049
Previous 19,386
18.9%
Holding current value
$633,156
Previous $541,000
15.9%
% of portfolio
0.68%
Previous 0.62%
Shares
3 transactions
Others Institutions Holding SPTL
# of Institutions
435Shares Held
335MCall Options Held
26.8KPut Options Held
1.2K-
State Street Corp Boston, MA54.9MShares$1.51 Billion0.07% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA41.2MShares$1.13 Billion2.5% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa39.8MShares$1.09 Billion0.47% of portfolio
-
Bank Of America Corp Charlotte, NC17.9MShares$491 Million0.04% of portfolio
-
Envestnet Asset Management Inc14.8MShares$407 Million0.14% of portfolio