Advocacy Wealth Management Services, LLC Spdr Portfolio Long Term Treas Transaction History
Advocacy Wealth Management Services, LLC
- $1.22 Billion
- Q4 2024
A detailed history of Advocacy Wealth Management Services, LLC transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Advocacy Wealth Management Services, LLC holds 2,474,044 shares of SPTL stock, worth $67.2 Million. This represents 5.3% of its overall portfolio holdings.
Number of Shares
2,474,044
Previous 2,471,891
0.09%
Holding current value
$67.2 Million
Previous $71.9 Million
9.83%
% of portfolio
5.3%
Previous 6.15%
Shares
5 transactions
Others Institutions Holding SPTL
# of Institutions
482Shares Held
365MCall Options Held
40.7KPut Options Held
12.7K-
State Street Corp Boston, MA57.8MShares$1.57 Billion0.06% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa51.2MShares$1.39 Billion0.54% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA46.7MShares$1.27 Billion2.58% of portfolio
-
Envestnet Asset Management Inc14.9MShares$404 Million0.13% of portfolio
-
Bank Of America Corp Charlotte, NC12.3MShares$334 Million0.03% of portfolio