Centric Wealth Management Spdr Portfolio Long Term Treas Transaction History
Centric Wealth Management
- $329 Million
- Q2 2024
Shares
9 transactions
Others Institutions Holding SPTL
# of Institutions
438Shares Held
332MCall Options Held
26.8KPut Options Held
1.2K-
State Street Corp Boston, MA54.9MShares$1.51 Billion0.07% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA41.2MShares$1.13 Billion2.5% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa39.8MShares$1.09 Billion0.47% of portfolio
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Bank Of America Corp Charlotte, NC17.9MShares$490 Million0.04% of portfolio
-
Goldman Sachs Group Inc New York, NY14.1MShares$388 Million0.07% of portfolio