Wfa Of San Diego, LLC Spdr Portfolio Long Term Treas Transaction History

Wfa Of San Diego, LLC

$109 Million
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 18, 2020	BUY	$44.77 - $48.87 $6.28 Million - $6.86 Million	140,311 New	140,311 $5.46 Million

Others Institutions Holding SPTL

# of Institutions

430

Shares Held

327M

Call Options Held

26.8K

Put Options Held

1.2K

State Street Corp Boston, MA

54.9M
Shares

$1.56 Billion
0.07% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

41.2M
Shares

$1.17 Billion
2.5% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

39.8M
Shares

$1.13 Billion
0.47% of portfolio
Bank Of America Corp Charlotte, NC

17.9M
Shares

$507 Million
0.04% of portfolio
Goldman Sachs Group Inc New York, NY

14.1M
Shares

$401 Million
0.07% of portfolio

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