Kingswood Wealth Advisors, LLC Spdr Portfolio Long Term Treas Transaction History
Kingswood Wealth Advisors, LLC
- $1.11 Trillion
- Q2 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 14,918 shares of SPTL stock, worth $435,754. This represents 0.04% of its overall portfolio holdings.
Number of Shares
14,918Holding current value
$435,754% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding SPTL
# of Institutions
429Shares Held
327MCall Options Held
26.8KPut Options Held
1.2K-
State Street Corp Boston, MA54.9MShares$1.6 Billion0.07% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA41.2MShares$1.2 Billion2.5% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa39.8MShares$1.16 Billion0.47% of portfolio
-
Bank Of America Corp Charlotte, NC17.9MShares$522 Million0.04% of portfolio
-
Goldman Sachs Group Inc New York, NY14.1MShares$413 Million0.07% of portfolio