Optimum Investment Advisors Ssga Active Tr Spdr Ssga Fixed Transaction History

Optimum Investment Advisors

$227 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 02, 2021	SELL	$30.69 - $31.32 $33,759 - $34,452	-1,100 Reduced 40.0%	1,650 $52,000
Q3 2019 Oct 17, 2019	BUY	$31.1 - $31.55 $85,525 - $86,762	2,750 New	2,750 $87,000

Others Institutions Holding FISR

# of Institutions

68

Shares Held

13M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

3.2M
Shares

$82 Million
0.04% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

2.52M
Shares

$64.6 Million
0.24% of portfolio
Envestnet Asset Management Inc

1.75M
Shares

$44.8 Million
0.02% of portfolio
Aspire Private Capital, LLC

875K
Shares

$22.4 Million
5.59% of portfolio
Hibernia Wealth Partners, LLC Baton Rouge, LA

728K
Shares

$18.6 Million
5.79% of portfolio

About SSGA ACTIVE TR SPDR SSGA FIXED

Ticker FISR
Sector ETFs
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