Triad Wealth Partners, LLC Spdr Portfolio Long Term Treas Transaction History
Triad Wealth Partners, LLC
- $188 Billion
- Q3 2024
A detailed history of Triad Wealth Partners, LLC transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 22,182 shares of SPTL stock, worth $578,950. This represents 0.34% of its overall portfolio holdings.
Number of Shares
22,182
Previous 2,122
945.33%
Holding current value
$578,950
Previous $57.8 Million
1016.38%
% of portfolio
0.34%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding SPTL
# of Institutions
459Shares Held
356MCall Options Held
264KPut Options Held
19K-
State Street Corp Boston, MA54.9MShares$1.43 Billion0.07% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa47.9MShares$1.25 Billion0.57% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA43.1MShares$1.13 Billion2.57% of portfolio
-
Bank Of America Corp Charlotte, NC16.8MShares$438 Million0.04% of portfolio
-
Envestnet Asset Management Inc14.8MShares$387 Million0.14% of portfolio