Warren Averett Asset Management, LLC Spdr Portfolio Long Term Treas Transaction History
Warren Averett Asset Management, LLC
- $5.34 Billion
- Q3 2024
A detailed history of Warren Averett Asset Management, LLC transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 50,010 shares of SPTL stock, worth $1.31 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
50,010
Previous 78,539
36.32%
Holding current value
$1.31 Million
Previous $2.14 Million
32.01%
% of portfolio
0.03%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding SPTL
# of Institutions
460Shares Held
356MCall 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$1.13 Billion2.57% of portfolio
-
Bank Of America Corp Charlotte, NC16.8MShares$438 Million0.04% of portfolio
-
Envestnet Asset Management Inc14.8MShares$387 Million0.14% of portfolio