Erts Wealth Advisors, LLC Spdr Portfolio Long Term Treas Transaction History
Erts Wealth Advisors, LLC
- $534 Million
- Q3 2024
A detailed history of Erts Wealth Advisors, LLC transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Erts Wealth Advisors, LLC holds 1,126,350 shares of SPTL stock, worth $30.9 Million. This represents 6.13% of its overall portfolio holdings.
Number of Shares
1,126,350
Previous 1,107,915
1.66%
Holding current value
$30.9 Million
Previous $30.2 Million
8.57%
% of portfolio
6.13%
Previous 6.06%
Shares
3 transactions
Others Institutions Holding SPTL
# of Institutions
435Shares Held
331MCall 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
-
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