Highline Wealth Partners LLC Spdr Portfolio Long Term Treas Transaction History

Highline Wealth Partners LLC

$306 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Oct 28, 2024	SELL	$24.55 - $29.44 $7,733 - $9,273	-315 Closed	0 $0
Q3 2023 Oct 28, 2024	BUY	$26.09 - $29.96 $8,218 - $9,437	315 New	315 $8.24 Million

Others Institutions Holding SPTL

# of Institutions

479

Shares Held

364M

Call Options Held

40.7K

Put Options Held

12.7K

State Street Corp Boston, MA

57.8M
Shares

$1.52 Billion
0.06% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

51.2M
Shares

$1.35 Billion
0.54% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

46.7M
Shares

$1.23 Billion
2.58% of portfolio
Envestnet Asset Management Inc

14.9M
Shares

$393 Million
0.13% of portfolio
Bank Of America Corp Charlotte, NC

12.3M
Shares

$325 Million
0.03% of portfolio

About SPDR PORTFOLIO LONG TERM TREAS

Ticker SPTL
Sector ETFs
Industry ETFs

More about SPTL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Highline Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Highline Wealth Partners LLC with notifications on news.