Journey Strategic Wealth LLC Spdr Portfolio Long Term Treas Transaction History
Journey Strategic Wealth LLC
- $2.71 Billion
- Q3 2024
A detailed history of Journey Strategic Wealth LLC transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 193,842 shares of SPTL stock, worth $5.22 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
193,842
Previous 187,995
3.11%
Holding current value
$5.22 Million
Previous $5.12 Million
10.1%
% of portfolio
0.21%
Previous 0.22%
Shares
10 transactions
Others Institutions Holding SPTL
# of Institutions
460Shares Held
355MCall Options Held
264KPut Options Held
19K-
State Street Corp Boston, MA54.9MShares$1.48 Billion0.07% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa47.9MShares$1.29 Billion0.57% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA43.1MShares$1.16 Billion2.57% of portfolio
-
Bank Of America Corp Charlotte, NC16.8MShares$452 Million0.04% of portfolio
-
Envestnet Asset Management Inc14.8MShares$400 Million0.14% of portfolio