Shepherd Financial Partners LLC Spdr Portfolio Long Term Treas Transaction History
Shepherd Financial Partners LLC
- $826 Million
- Q3 2024
A detailed history of Shepherd Financial Partners LLC transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 375,689 shares of SPTL stock, worth $10.1 Million. This represents 1.32% of its overall portfolio holdings.
Number of Shares
375,689
Previous 374,754
0.25%
Holding current value
$10.1 Million
Previous $10.2 Million
7.07%
% of portfolio
1.32%
Previous 1.32%
Shares
4 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
-
Bank Of America Corp Charlotte, NC16.8MShares$452 Million0.04% of portfolio
-
Envestnet Asset Management Inc14.8MShares$400 Million0.14% of portfolio