Robertson Stephens Wealth Management, LLC Spdr Portfolio Long Term Treas Transaction History
Robertson Stephens Wealth Management, LLC
- $2.7 Billion
- Q3 2024
A detailed history of Robertson Stephens Wealth Management, LLC transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 544,980 shares of SPTL stock, worth $14.2 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
544,980Holding current value
$14.2 Million% of portfolio
0.59%Shares
1 transactions
Others Institutions Holding SPTL
# of Institutions
459Shares Held
355MCall Options Held
264KPut Options Held
19K-
State Street Corp Boston, MA54.9MShares$1.43 Billion0.07% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa47.9MShares$1.25 Billion0.57% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA43.1MShares$1.13 Billion2.57% of portfolio
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Bank Of America Corp Charlotte, NC16.8MShares$438 Million0.04% of portfolio
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Envestnet Asset Management Inc14.8MShares$387 Million0.14% of portfolio