Polaris Wealth Advisory Group, LLC Spdr Portfolio Long Term Treas Transaction History
Polaris Wealth Advisory Group, LLC
- $1.3 Billion
- Q3 2023
Shares
2 transactions
Others Institutions Holding SPTL
# of Institutions
407Shares Held
290MCall Options Held
25.5KPut Options Held
10.8K-
State Street Corp Boston, MA49.3MShares$1.35 Billion0.06% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa39.1MShares$1.07 Billion0.51% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA39MShares$1.07 Billion2.46% of portfolio
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Bank Of America Corp Charlotte, NC16.1MShares$441 Million0.04% of portfolio
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Envestnet Asset Management Inc12.3MShares$338 Million0.13% of portfolio