Beacon Bridge Wealth Partners, LLC Spdr Portfolio Long Term Treas Transaction History
Beacon Bridge Wealth Partners, LLC
- $233 Billion
- Q3 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 66,186 shares of SPTL stock, worth $1.72 Million. This represents 0.83% of its overall portfolio holdings.
Number of Shares
66,186
Previous 51,319
28.97%
Holding current value
$1.72 Million
Previous $1.4 Billion
37.74%
% of portfolio
0.83%
Previous 0.64%
Shares
3 transactions
Others Institutions Holding SPTL
# of Institutions
463Shares Held
355MCall Options Held
264KPut Options Held
19K-
State Street Corp Boston, MA54.9MShares$1.43 Billion0.07% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa47.9MShares$1.25 Billion0.57% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA43.1MShares$1.12 Billion2.57% of portfolio
-
Bank Of America Corp Charlotte, NC16.8MShares$437 Million0.04% of portfolio
-
Envestnet Asset Management Inc14.8MShares$386 Million0.14% of portfolio