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 $1.59 Million. This represents 1.88% of its overall portfolio holdings.
Number of Shares
58,137
Previous 22
264159.09%
Holding current value
$1.59 Million
Previous $0
Infinity%
% of portfolio
1.88%
Previous 0.0%
Shares
3 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
-
Financial Engines Advisors L.L.C. Santa Clara, CA39MShares$1.07 Billion2.46% of portfolio
-
Bank Of America Corp Charlotte, NC16.1MShares$441 Million0.04% of portfolio
-
Envestnet Asset Management Inc12.3MShares$338 Million0.13% of portfolio