Family Wealth Group, LLC Spdr Portfolio Long Term Treas Transaction History
Family Wealth Group, LLC
- $92.9 Million
- Q3 2024
A detailed history of Family Wealth Group, LLC transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Family Wealth Group, LLC holds 22,441 shares of SPTL stock, worth $619,147. This represents 0.7% of its overall portfolio holdings.
Number of Shares
22,441
Previous 23,049
2.64%
Holding current value
$619,147
Previous $627,000
3.99%
% of portfolio
0.7%
Previous 0.68%
Shares
4 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