Wcg Wealth Advisors LLC Spdr Portfolio Long Term Treas Transaction History
Wcg Wealth Advisors LLC
- $1.42 Billion
- Q4 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 396,660 shares of SPTL stock, worth $10.9 Million. This represents 0.73% of its overall portfolio holdings.
Number of Shares
396,660
Previous 564,148
29.69%
Holding current value
$10.9 Million
Previous $16.4 Million
36.66%
% of portfolio
0.73%
Previous 1.11%
Shares
6 transactions
Others Institutions Holding SPTL
# of Institutions
482Shares Held
365MCall Options Held
40.7KPut Options Held
12.7K-
State Street Corp Boston, MA57.8MShares$1.59 Billion0.06% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa51.2MShares$1.41 Billion0.54% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA46.7MShares$1.29 Billion2.58% of portfolio
-
Envestnet Asset Management Inc14.9MShares$410 Million0.13% of portfolio
-
Bank Of America Corp Charlotte, NC12.3MShares$339 Million0.03% of portfolio