Org Wealth Partners, LLC Spdr Portfolio Long Term Treas Transaction History
Org Wealth Partners, LLC
- $139 Million
- Q4 2024
A detailed history of Org Wealth Partners, LLC transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Org Wealth Partners, LLC holds 526 shares of SPTL stock, worth $14,223. This represents 0.01% of its overall portfolio holdings.
Number of Shares
526
Previous 668
21.26%
Holding current value
$14,223
Previous $19.4 Million
99.93%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SPTL
# of Institutions
486Shares Held
362MCall Options Held
40.7KPut Options Held
12.7K-
State Street Corp Boston, MA57.8MShares$1.56 Billion0.06% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa51.2MShares$1.38 Billion0.54% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA46.7MShares$1.26 Billion2.58% of portfolio
-
Envestnet Asset Management Inc14.9MShares$402 Million0.13% of portfolio
-
Bank Of America Corp Charlotte, NC12.3MShares$333 Million0.03% of portfolio