Robertson Stephens Wealth Management, LLC Spdr Portfolio Long Term Treas Transaction History
Robertson Stephens Wealth Management, LLC
- $2.84 Billion
- Q1 2025
A detailed history of Robertson Stephens Wealth Management, LLC transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 164,375 shares of SPTL stock, worth $4.28 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
164,375
Previous 155,661
5.6%
Holding current value
$4.28 Million
Previous $4.08 Million
9.03%
% of portfolio
0.16%
Previous 0.15%
Shares
3 transactions
Others Institutions Holding SPTL
# of Institutions
489Shares Held
362MCall Options Held
40.7KPut Options Held
12.7K-
State Street Corp Boston, MA57.8MShares$1.5 Billion0.06% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa51.2MShares$1.33 Billion0.54% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA46.7MShares$1.22 Billion2.58% of portfolio
-
Envestnet Asset Management Inc14.9MShares$387 Million0.13% of portfolio
-
Bank Of America Corp Charlotte, NC12.3MShares$321 Million0.03% of portfolio