Horizon Wealth Management, LLC Spdr Portfolio Long Term Treas Transaction History

Horizon Wealth Management, LLC

$417 Million
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 22, 2024	BUY	$24.55 - $29.44 $22.7 Million - $27.2 Million	924,969 New	924,969 $26.8 Million

Others Institutions Holding SPTL

# of Institutions

430

Shares Held

327M

Call Options Held

26.8K

Put Options Held

1.2K

State Street Corp Boston, MA

54.9M
Shares

$1.56 Billion
0.07% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

41.2M
Shares

$1.17 Billion
2.5% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

39.8M
Shares

$1.13 Billion
0.47% of portfolio
Bank Of America Corp Charlotte, NC

17.9M
Shares

$507 Million
0.04% of portfolio
Goldman Sachs Group Inc New York, NY

14.1M
Shares

$401 Million
0.07% 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 Horizon Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Horizon Wealth Management, LLC with notifications on news.