Foster Victor Wealth Advisors, LLC Spdr Portfolio Long Term Treas Transaction History
Foster Victor Wealth Advisors, LLC
- $1.38 Billion
- Q3 2024
A detailed history of Foster Victor Wealth Advisors, LLC transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Foster Victor Wealth Advisors, LLC holds 281,922 shares of SPTL stock, worth $7.61 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
281,922
Previous 282,704
0.28%
Holding current value
$7.61 Million
Previous $7.7 Million
6.5%
% of portfolio
0.59%
Previous 0.61%
Shares
8 transactions
Others Institutions Holding SPTL
# of Institutions
437Shares Held
332MCall Options Held
26.8KPut Options Held
1.2K-
State Street Corp Boston, MA54.9MShares$1.48 Billion0.07% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA41.2MShares$1.11 Billion2.5% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa39.8MShares$1.07 Billion0.47% of portfolio
-
Bank Of America Corp Charlotte, NC17.9MShares$482 Million0.04% of portfolio
-
Goldman Sachs Group Inc New York, NY14.1MShares$382 Million0.07% of portfolio