Shepherd Financial Partners LLC Spdr Portfolio Long Term Treas Transaction History
Shepherd Financial Partners LLC
- $828 Million
- Q4 2024
A detailed history of Shepherd Financial Partners LLC transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 379,590 shares of SPTL stock, worth $10.2 Million. This represents 1.2% of its overall portfolio holdings.
Number of Shares
379,590
Previous 375,689
1.04%
Holding current value
$10.2 Million
Previous $10.9 Million
8.97%
% of portfolio
1.2%
Previous 1.32%
Shares
5 transactions
Others Institutions Holding SPTL
# of Institutions
482Shares Held
365MCall Options Held
40.7KPut Options Held
12.7K-
State Street Corp Boston, MA57.8MShares$1.56 Billion0.06% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa51.2MShares$1.38 Billion0.54% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA46.7MShares$1.26 Billion2.58% of portfolio
-
Envestnet Asset Management Inc14.9MShares$402 Million0.13% of portfolio
-
Bank Of America Corp Charlotte, NC12.3MShares$332 Million0.03% of portfolio