Foster Victor Wealth Advisors, LLC Spdr Portfolio Long Term Treas Transaction History
Foster Victor Wealth Advisors, LLC
- $1.1 Billion
- Q1 2024
A detailed history of Foster Victor Wealth Advisors, LLC transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Foster Victor Wealth Advisors, LLC holds 280,494 shares of SPTL stock, worth $7.54 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
280,494
Previous 204,624
37.08%
Holding current value
$7.54 Million
Previous $5.94 Million
31.98%
% of portfolio
0.71%
Previous 0.61%
Shares
6 transactions
Others Institutions Holding SPTL
# of Institutions
406Shares Held
290MCall Options Held
25.5KPut Options Held
10.8K-
State Street Corp Boston, MA49.3MShares$1.33 Billion0.06% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa39.1MShares$1.05 Billion0.51% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39MShares$1.05 Billion2.46% of portfolio
-
Bank Of America Corp Charlotte, NC16.1MShares$432 Million0.04% of portfolio
-
Envestnet Asset Management Inc12.3MShares$332 Million0.13% of portfolio