Private Wealth Strategies, L.L.C. Spdr Portfolio Long Term Treas Transaction History
Private Wealth Strategies, L.L.C.
- $490 Million
- Q2 2024
Shares
6 transactions
Others Institutions Holding SPTL
# of Institutions
460Shares Held
355MCall Options Held
264KPut Options Held
19K-
State Street Corp Boston, MA54.9MShares$1.48 Billion0.07% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa47.9MShares$1.29 Billion0.57% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA43.1MShares$1.16 Billion2.57% of portfolio
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Bank Of America Corp Charlotte, NC16.8MShares$453 Million0.04% of portfolio
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Envestnet Asset Management Inc14.8MShares$401 Million0.14% of portfolio