Napa Wealth Management Spdr Portfolio Long Term Treas Transaction History
Napa Wealth Management
- $211 Billion
- Q3 2024
A detailed history of Napa Wealth Management transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Napa Wealth Management holds 66,971 shares of SPTL stock, worth $1.76 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
66,971
Previous 46,402
44.33%
Holding current value
$1.76 Million
Previous $1.26 Billion
54.14%
% of portfolio
0.92%
Previous 0.85%
Shares
4 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