Milestone Wealth, LLC Spdr Portfolio Long Term Treas Transaction History
Milestone Wealth, LLC
- $93.9 Million
- Q3 2022
A detailed history of Milestone Wealth, LLC transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Milestone Wealth, LLC holds 51,027 shares of SPTL stock, worth $1.34 Million. This represents 1.8% of its overall portfolio holdings.
Number of Shares
51,027
Previous 51,027
-0.0%
Holding current value
$1.34 Million
Previous $1.69 Million
-0.0%
% of portfolio
1.8%
Previous 1.78%
Shares
3 transactions
Others Institutions Holding SPTL
# of Institutions
463Shares Held
355MCall Options Held
264KPut Options Held
19K-
State Street Corp Boston, MA54.9MShares$1.44 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$1.13 Billion2.57% of portfolio
-
Bank Of America Corp Charlotte, NC16.8MShares$440 Million0.04% of portfolio
-
Envestnet Asset Management Inc14.8MShares$390 Million0.14% of portfolio