Smart Wealth LLC Spdr Portfolio Long Term Treas Transaction History
Smart Wealth LLC
- $281 Billion
- Q4 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 112,572 shares of SPTL stock, worth $3.05 Million. This represents 1.05% of its overall portfolio holdings.
Number of Shares
112,572
Previous 69,957
60.92%
Holding current value
$3.05 Million
Previous $2.03 Billion
44.97%
% of portfolio
1.05%
Previous 0.8%
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$1.57 Billion0.06% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa51.2MShares$1.39 Billion0.54% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA46.7MShares$1.27 Billion2.58% of portfolio
-
Envestnet Asset Management Inc14.9MShares$403 Million0.13% of portfolio
-
Bank Of America Corp Charlotte, NC12.3MShares$334 Million0.03% of portfolio