Steel Peak Wealth Management LLC Spdr Portfolio Long Term Treas Transaction History
Steel Peak Wealth Management LLC
- $2.41 Billion
- Q4 2024
A detailed history of Steel Peak Wealth Management LLC transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 33,873 shares of SPTL stock, worth $904,070. This represents 0.04% of its overall portfolio holdings.
Number of Shares
33,873Holding current value
$904,070% of portfolio
0.04%Shares
4 transactions
Others Institutions Holding SPTL
# of Institutions
476Shares Held
364MCall Options Held
40.7KPut Options Held
12.7K-
State Street Corp Boston, MA57.8MShares$1.54 Billion0.06% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa51.2MShares$1.37 Billion0.54% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA46.7MShares$1.25 Billion2.58% of portfolio
-
Envestnet Asset Management Inc14.9MShares$397 Million0.13% of portfolio
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Bank Of America Corp Charlotte, NC12.3MShares$328 Million0.03% of portfolio