Sharp Financial Services, LLC Spdr Portfolio Long Term Treas Transaction History
Sharp Financial Services, LLC
- $130 Billion
- Q3 2024
A detailed history of Sharp Financial Services, LLC transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Sharp Financial Services, LLC holds 86,942 shares of SPTL stock, worth $2.26 Million. This represents 1.95% of its overall portfolio holdings.
Number of Shares
86,942
Previous 80,687
7.75%
Holding current value
$2.26 Million
Previous $2.2 Billion
15.08%
% of portfolio
1.95%
Previous 1.88%
Shares
4 transactions
Others Institutions Holding SPTL
# of Institutions
463Shares Held
355MCall Options Held
264KPut Options Held
19K-
State Street Corp Boston, MA54.9MShares$1.43 Billion0.07% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa47.9MShares$1.25 Billion0.57% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA43.1MShares$1.12 Billion2.57% of portfolio
-
Bank Of America Corp Charlotte, NC16.8MShares$437 Million0.04% of portfolio
-
Envestnet Asset Management Inc14.8MShares$386 Million0.14% of portfolio