Vertex Planning Partners, LLC Spdr Portfolio Long Term Treas Transaction History
Vertex Planning Partners, LLC
- $385 Billion
- Q2 2024
A detailed history of Vertex Planning Partners, LLC transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 57,528 shares of SPTL stock, worth $1.68 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
57,528
Previous 38,303
50.19%
Holding current value
$1.68 Million
Previous $1.07 Billion
46.32%
% of portfolio
0.41%
Previous 0.3%
Shares
7 transactions
Others Institutions Holding SPTL
# of Institutions
429Shares Held
327MCall Options Held
26.8KPut Options Held
1.2K-
State Street Corp Boston, MA54.9MShares$1.6 Billion0.07% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA41.2MShares$1.2 Billion2.5% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa39.8MShares$1.16 Billion0.47% of portfolio
-
Bank Of America Corp Charlotte, NC17.9MShares$521 Million0.04% of portfolio
-
Goldman Sachs Group Inc New York, NY14.1MShares$413 Million0.07% of portfolio