Rkl Wealth Management LLC Spdr Portfolio Transaction History
Rkl Wealth Management LLC
- $1.12 Billion
- Q4 2024
A detailed history of Rkl Wealth Management LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Rkl Wealth Management LLC holds 204,818 shares of SPMD stock, worth $11.1 Million. This represents 1.0% of its overall portfolio holdings.
Number of Shares
204,818
Previous 40,337
407.77%
Holding current value
$11.1 Million
Previous $2.21 Million
407.98%
% of portfolio
1.0%
Previous 0.2%
Shares
2 transactions
Others Institutions Holding SPMD
# of Institutions
714Shares Held
204MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$4.19 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$976 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$701 Million0.3% of portfolio
-
Valmark Advisers, Inc.6MShares$326 Million5.14% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$313 Million10.91% of portfolio