Smart Wealth LLC Spdr Portfolio Long Term Treas Transaction History
Smart Wealth LLC
- $255 Billion
- Q3 2024
A detailed history of Smart Wealth LLC transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Smart Wealth LLC holds 69,957 shares of SPTL stock, worth $1.85 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
69,957
Previous 74,381
5.95%
Holding current value
$1.85 Million
Previous $2.02 Billion
0.44%
% of portfolio
0.8%
Previous 0.82%
Shares
4 transactions
Others Institutions Holding SPTL
# of Institutions
463Shares Held
355MCall Options Held
264KPut Options Held
19K-
State Street Corp Boston, MA54.9MShares$1.45 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