Wealth Shield Partners, LLC Spdr Portfolio Long Term Treas Transaction History

Wealth Shield Partners, LLC

$690 Million
Q4 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 08, 2023	BUY	$28.88 - $31.49 $1,155 - $1,259	40 New	40 $1,000
Q2 2021 Aug 06, 2021	SELL	$38.98 - $41.66 $2,884 - $3,082	-74 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$38.5 - $45.06 $2,849 - $3,334	74 New	74 $3,000
Q4 2020 Feb 16, 2021	SELL	$44.43 - $46.75 $23,103 - $24,310	-520 Closed	0 $0
Q3 2020 Oct 30, 2020	SELL	$46.15 - $48.99 $17,260 - $18,322	-374 Reduced 41.83%	520 $24,000
Q2 2020 Aug 13, 2020	BUY	$44.77 - $48.87 $44 - $48	1 Added 0.11%	894 $42,000
Q1 2020 May 12, 2020	BUY	$39.27 - $49.27 $24,268 - $30,448	618 Added 224.73%	893 $42,000
Q4 2019 Feb 13, 2020	BUY	$38.76 - $41.87 $3,410 - $3,684	88 Added 47.06%	275 $11,000
Q3 2019 Nov 13, 2019	BUY	$39.22 - $41.24 $7,334 - $7,711	187 New	187 $8,000
Q4 2018 Feb 14, 2019	SELL	N/A	-6 Closed	0 $0
Q1 2018 May 11, 2018	BUY	N/A	6 New	6 $0

Others Institutions Holding SPTL

# of Institutions

481

Shares Held

367M

Call Options Held

264K

Put Options Held

19K

State Street Corp Boston, MA

54.9M
Shares

$1.44 Billion
0.07% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

51.2M
Shares

$1.34 Billion
0.54% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

46.7M
Shares

$1.22 Billion
2.58% of portfolio
Bank Of America Corp Charlotte, NC

16.8M
Shares

$439 Million
0.04% of portfolio
Envestnet Asset Management Inc

14.9M
Shares

$389 Million
0.13% of portfolio

About SPDR PORTFOLIO LONG TERM TREAS

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