Spartan Planning & Wealth Management Ishares U.S. Treasury Bond ETF Transaction History
Spartan Planning & Wealth Management
- $106 Million
- Q4 2024
A detailed history of Spartan Planning & Wealth Management transactions in Ishares U.S. Treasury Bond ETF stock. As of the latest transaction made, Spartan Planning & Wealth Management holds 117,433 shares of GOVT stock, worth $2.68 Million. This represents 2.55% of its overall portfolio holdings.
Number of Shares
117,433
Previous 293,619
60.0%
Holding current value
$2.68 Million
Previous $6.76 Million
60.11%
% of portfolio
2.55%
Previous 7.55%
Shares
7 transactions
Others Institutions Holding GOVT
# of Institutions
845Shares Held
1.18BCall Options Held
20.5KPut Options Held
773K-
Bank Of America Corp Charlotte, NC424MShares$9.68 Billion0.83% of portfolio
-
Lpl Financial LLC Fort Mill, SC113MShares$2.58 Billion1.09% of portfolio
-
Envestnet Asset Management Inc71.5MShares$1.63 Billion0.55% of portfolio
-
Truist Financial Corp67MShares$1.53 Billion2.45% of portfolio
-
Jpmorgan Chase & CO New York, NY49.4MShares$1.13 Billion0.09% of portfolio