Impact Partnership Wealth, LLC Spdr Portfolio Long Term Treas Transaction History
Impact Partnership Wealth, LLC
- $443 Billion
- Q3 2024
A detailed history of Impact Partnership Wealth, LLC transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Impact Partnership Wealth, LLC holds 137,645 shares of SPTL stock, worth $3.63 Million. This represents 0.9% of its overall portfolio holdings.
Number of Shares
137,645
Previous 73,873
86.33%
Holding current value
$3.63 Million
Previous $2.01 Billion
98.99%
% of portfolio
0.9%
Previous 0.53%
Shares
6 transactions
Others Institutions Holding SPTL
# of Institutions
463Shares Held
355MCall Options Held
264KPut Options Held
19K-
State Street Corp Boston, MA54.9MShares$1.45 Billion0.07% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa47.9MShares$1.26 Billion0.57% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA43.1MShares$1.14 Billion2.57% of portfolio
-
Bank Of America Corp Charlotte, NC16.8MShares$443 Million0.04% of portfolio
-
Envestnet Asset Management Inc14.8MShares$392 Million0.14% of portfolio