Wcg Wealth Advisors LLC Spdr Portfolio Long Term Treas Transaction History
Wcg Wealth Advisors LLC
- $1.48 Billion
- Q3 2024
A detailed history of Wcg Wealth Advisors LLC transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 564,148 shares of SPTL stock, worth $14.7 Million. This represents 1.11% of its overall portfolio holdings.
Number of Shares
564,148
Previous 529,682
6.51%
Holding current value
$14.7 Million
Previous $14.4 Million
13.75%
% of portfolio
1.11%
Previous 1.07%
Shares
5 transactions
Others Institutions Holding SPTL
# of Institutions
463Shares Held
355MCall 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$1.12 Billion2.57% of portfolio
-
Bank Of America Corp Charlotte, NC16.8MShares$437 Million0.04% of portfolio
-
Envestnet Asset Management Inc14.8MShares$386 Million0.14% of portfolio