Lehman & Derafelo Financial Resources LLC Spdr Portfolio Long Term Treas Transaction History

Lehman & Derafelo Financial Resources LLC

$337 Million
Q4 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 28, 2021	SELL	N/A	-393 Closed	0 $0
Q1 2020 May 13, 2020	BUY	N/A	393 New	393 $19,000

Others Institutions Holding SPTL

# of Institutions

411

Shares Held

293M

Call Options Held

25.5K

Put Options Held

10.8K

State Street Corp Boston, MA

49.3M
Shares

$1.36 Billion
0.06% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

39.1M
Shares

$1.08 Billion
0.51% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

39M
Shares

$1.08 Billion
2.46% of portfolio
Bank Of America Corp Charlotte, NC

16.1M
Shares

$444 Million
0.04% of portfolio
Envestnet Asset Management Inc

12.3M
Shares

$340 Million
0.13% 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 Lehman & Derafelo Financial Resources LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lehman & Derafelo Financial Resources LLC with notifications on news.