Transform Wealth, LLC Spdr Portfolio Long Term Treas Transaction History

Transform Wealth, LLC

$1.31 Billion
Q2 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Oct 21, 2020	SELL	N/A	-5,652 Closed	0 $0
Q2 2020 Jul 22, 2020	SELL	N/A	-2,686 Reduced 32.21%	5,652 $265,000
Q1 2020 Apr 30, 2020	BUY	N/A	8,338 New	8,338 $394,000

Others Institutions Holding SPTL

# of Institutions

411

Shares Held

293M

Call Options Held

25.5K

Put Options Held

10.8K

State Street Corp Boston, MA

49.3M
Shares

$1.36 Billion
0.06% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

39.1M
Shares

$1.08 Billion
0.51% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

39M
Shares

$1.08 Billion
2.46% of portfolio
Bank Of America Corp Charlotte, NC

16.1M
Shares

$444 Million
0.04% of portfolio
Envestnet Asset Management Inc

12.3M
Shares

$340 Million
0.13% of portfolio

About SPDR PORTFOLIO LONG TERM TREAS

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