Moneta Group Investment Advisors LLC Spdr Portfolio Long Term Treas Transaction History

Moneta Group Investment Advisors LLC

$6.28 Billion
Q2 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2018 Nov 13, 2018	SELL	N/A	-6,176 Closed	0 $0
Q2 2018 Aug 15, 2018	BUY	N/A	6,054 Added 4962.3%	6,176 $216,000
Q2 2018 Aug 14, 2018	BUY	N/A	122 New	122 $4,000

Others Institutions Holding SPTL

# of Institutions

429

Shares Held

324M

Call Options Held

26.8K

Put Options Held

1.2K

State Street Corp Boston, MA

54.9M
Shares

$1.6 Billion
0.07% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

41.2M
Shares

$1.2 Billion
2.5% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

39.8M
Shares

$1.16 Billion
0.47% of portfolio
Bank Of America Corp Charlotte, NC

17.9M
Shares

$521 Million
0.04% of portfolio
Goldman Sachs Group Inc New York, NY

14.1M
Shares

$413 Million
0.07% of portfolio

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