True Wealth Advisors, LLC Spdr Portfolio Long Term Treas Transaction History

True Wealth Advisors, LLC

$240 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 22, 2021	SELL	N/A	-49,829 Closed	0 $0
Q4 2020 Jan 25, 2021	BUY	N/A	49,829 New	49,829 $2.16 Million

Others Institutions Holding SPTL

# of Institutions

407

Shares Held

290M

Call Options Held

25.5K

Put Options Held

10.8K

State Street Corp Boston, MA

49.3M
Shares

$1.34 Billion
0.06% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

39.1M
Shares

$1.06 Billion
0.51% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

39M
Shares

$1.06 Billion
2.46% of portfolio
Bank Of America Corp Charlotte, NC

16.1M
Shares

$438 Million
0.04% of portfolio
Envestnet Asset Management Inc

12.3M
Shares

$336 Million
0.13% of portfolio

About SPDR PORTFOLIO LONG TERM TREAS

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