Rkl Wealth Management LLC Spdr Portfolio Intermediate Te Transaction History
Rkl Wealth Management LLC
- $1.12 Billion
- Q4 2024
A detailed history of Rkl Wealth Management LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Rkl Wealth Management LLC holds 37,539 shares of SPIB stock, worth $1.23 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
37,539
Previous 7,835
379.12%
Holding current value
$1.23 Million
Previous $264,000
365.53%
% of portfolio
0.11%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding SPIB
# of Institutions
574Shares Held
225MCall Options Held
300Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.5MShares$1.43 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC35MShares$1.15 Billion0.54% of portfolio
-
Envestnet Asset Management Inc10.1MShares$332 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.93MShares$228 Million0.23% of portfolio
-
D.A. Davidson & Co.5.17MShares$170 Million1.4% of portfolio