Summit Financial Wealth Advisors, LLC Spdr Portfolio Long Term Treas Call Options Transaction History

Summit Financial Wealth Advisors, LLC

$440 Million
Q2 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SPTL

# of Institutions

437

Shares Held

332M

Call Options Held

26.8K

Put Options Held

1.2K

State Street Corp Boston, MA

54.9M
Shares

$1.48 Billion
0.07% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

41.2M
Shares

$1.11 Billion
2.5% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

39.8M
Shares

$1.07 Billion
0.47% of portfolio
Bank Of America Corp Charlotte, NC

17.9M
Shares

$482 Million
0.04% of portfolio
Goldman Sachs Group Inc New York, NY

14.1M
Shares

$382 Million
0.07% of portfolio

About SPDR PORTFOLIO LONG TERM TREAS

Ticker SPTL
Sector ETFs
Industry ETFs

More about SPTL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Financial Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial Wealth Advisors, LLC with notifications on news.