Mgo Private Wealth, LLC Spdr Portfolio Long Term Treas Transaction History

Mgo Private Wealth, LLC

$139 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 02, 2023	BUY	$27.04 - $31.56 $619,837 - $723,449	22,923 Added 154.59%	37,751 $1.1 Million
Q3 2022 Nov 14, 2022	BUY	$29.2 - $34.52 $432,977 - $511,862	14,828 New	14,828 $440,000

Others Institutions Holding SPTL

# of Institutions

460

Shares Held

357M

Call Options Held

264K

Put Options Held

19K

State Street Corp Boston, MA

54.9M
Shares

$1.44 Billion
0.07% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

47.9M
Shares

$1.26 Billion
0.57% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

43.1M
Shares

$1.14 Billion
2.57% of portfolio
Bank Of America Corp Charlotte, NC

16.8M
Shares

$442 Million
0.04% of portfolio
Envestnet Asset Management Inc

14.8M
Shares

$391 Million
0.14% of portfolio

About SPDR PORTFOLIO LONG TERM TREAS

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