O'Brien Wealth Partners LLC Spdr Portfolio Long Term Treas Transaction History
O'Brien Wealth Partners LLC
- $527 Million
- Q4 2024
A detailed history of O'Brien Wealth Partners LLC transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, O'Brien Wealth Partners LLC holds 917,131 shares of SPTL stock, worth $24.2 Million. This represents 4.56% of its overall portfolio holdings.
Number of Shares
917,131
Previous 788,330
16.34%
Holding current value
$24.2 Million
Previous $22.9 Million
4.81%
% of portfolio
4.56%
Previous 4.74%
Shares
16 transactions
Others Institutions Holding SPTL
# of Institutions
457Shares Held
357MCall Options Held
264KPut Options Held
19K-
State Street Corp Boston, MA54.9MShares$1.45 Billion0.07% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa47.9MShares$1.26 Billion0.57% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA43.1MShares$1.14 Billion2.57% of portfolio
-
Bank Of America Corp Charlotte, NC16.8MShares$442 Million0.04% of portfolio
-
Envestnet Asset Management Inc14.8MShares$391 Million0.14% of portfolio