First Purpose Wealth LLC Spdr Portfolio Long Term Treas Transaction History
First Purpose Wealth LLC
- $275 Million
- Q1 2024
A detailed history of First Purpose Wealth LLC transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, First Purpose Wealth LLC holds 9,814 shares of SPTL stock, worth $259,089. This represents 0.1% of its overall portfolio holdings.
Number of Shares
9,814
Previous 9,205
6.62%
Holding current value
$259,089
Previous $267,000
2.62%
% of portfolio
0.1%
Previous 0.1%
Shares
5 transactions
Others Institutions Holding SPTL
# of Institutions
463Shares Held
355MCall Options Held
264KPut Options Held
19K-
State Street Corp Boston, MA54.9MShares$1.45 Billion0.07% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa47.9MShares$1.26 Billion0.57% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA43.1MShares$1.14 Billion2.57% of portfolio
-
Bank Of America Corp Charlotte, NC16.8MShares$443 Million0.04% of portfolio
-
Envestnet Asset Management Inc14.8MShares$392 Million0.14% of portfolio