Rockbridge Investment Management, Lcc Spdr Index Shs Fds Transaction History

Rockbridge Investment Management, Lcc

$772 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	BUY	$97.8 - $110.16 $8,019 - $9,033	82 New	82 $9.03 Million

Others Institutions Holding QWLD

# of Institutions

46

Shares Held

758K

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

282K
Shares

$36.3 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

65.2K
Shares

$8.4 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

53.4K
Shares

$6.87 Million
0.01% of portfolio
Assetmark, Inc

37.8K
Shares

$4.86 Million
0.01% of portfolio
Wealth Enhancement Advisory Services, LLC

24.3K
Shares

$3.12 Million
0.01% of portfolio

About SPDR INDEX SHS FDS

Ticker QWLD
Sector ETFs
Industry ETFs

More about QWLD

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