Strategic Wealth Investment Group, LLC Spdr Portfolio Long Term Treas Transaction History
Strategic Wealth Investment Group, LLC
- $54.4 Million
- Q1 2025
A detailed history of Strategic Wealth Investment Group, LLC transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Strategic Wealth Investment Group, LLC holds 80,228 shares of SPTL stock, worth $2.14 Million. This represents 3.99% of its overall portfolio holdings.
Number of Shares
80,228
Previous 2,133,978
96.24%
Holding current value
$2.14 Million
Previous $55.9 Million
96.12%
% of portfolio
3.99%
Previous 6.59%
Shares
24 transactions
Others Institutions Holding SPTL
# of Institutions
490Shares Held
367MCall 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 Inc16.7MShares$446 Million0.15% of portfolio
-
Bank Of America Corp Charlotte, NC12.3MShares$328 Million0.03% of portfolio