Beacon Bridge Wealth Partners, LLC Spdr Portfolio Long Term Treas Transaction History
Beacon Bridge Wealth Partners, LLC
- $235 Billion
- Q4 2024
A detailed history of Beacon Bridge Wealth Partners, LLC transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Beacon Bridge Wealth Partners, LLC holds 77,739 shares of SPTL stock, worth $2.13 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
77,739
Previous 66,186
17.46%
Holding current value
$2.13 Million
Previous $1.92 Billion
5.82%
% of portfolio
0.86%
Previous 0.83%
Shares
4 transactions
Others Institutions Holding SPTL
# of Institutions
481Shares Held
365MCall Options Held
40.7KPut Options Held
12.7K-
State Street Corp Boston, MA57.8MShares$1.58 Billion0.06% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa51.2MShares$1.4 Billion0.54% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA46.7MShares$1.28 Billion2.58% of portfolio
-
Envestnet Asset Management Inc14.9MShares$408 Million0.13% of portfolio
-
Bank Of America Corp Charlotte, NC12.3MShares$338 Million0.03% of portfolio