Integrated Wealth Concepts LLC Spdr Portfolio Long Term Treas Transaction History
Integrated Wealth Concepts LLC
- $6.69 Billion
- Q1 2024
A detailed history of Integrated Wealth Concepts LLC transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 528,759 shares of SPTL stock, worth $14.2 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
528,759
Previous 604,509
12.53%
Holding current value
$14.2 Million
Previous $17.5 Million
15.78%
% of portfolio
0.22%
Previous 0.29%
Shares
17 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