O'Brien Wealth Partners LLC Spdr Portfolio Long Term Treas Transaction History
O'Brien Wealth Partners LLC
- $484 Million
- Q3 2024
A detailed history of O'Brien Wealth Partners LLC transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, O'Brien Wealth Partners LLC holds 788,330 shares of SPTL stock, worth $20.8 Million. This represents 4.74% of its overall portfolio holdings.
Number of Shares
788,330
Previous 765,444
2.99%
Holding current value
$20.8 Million
Previous $20.8 Million
9.99%
% of portfolio
4.74%
Previous 4.97%
Shares
15 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