Spartan Planning & Wealth Management Spdr Portfolio Long Term Treas Transaction History
Spartan Planning & Wealth Management
- $89.6 Million
- Q4 2023
A detailed history of Spartan Planning & Wealth Management transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Spartan Planning & Wealth Management holds 58,137 shares of SPTL stock, worth $1.61 Million. This represents 1.88% of its overall portfolio holdings.
Number of Shares
58,137
Previous 22
264159.09%
Holding current value
$1.61 Million
Previous $0
Infinity%
% of portfolio
1.88%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SPTL
# of Institutions
462Shares Held
355MCall Options Held
264KPut Options Held
19K-
State Street Corp Boston, MA54.9MShares$1.52 Billion0.07% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa47.9MShares$1.32 Billion0.57% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA43.1MShares$1.19 Billion2.57% of portfolio
-
Bank Of America Corp Charlotte, NC16.8MShares$464 Million0.04% of portfolio
-
Envestnet Asset Management Inc14.8MShares$410 Million0.14% of portfolio