Rkl Wealth Management LLC Spdr Portfolio Transaction History

Rkl Wealth Management LLC

$1.1 Billion
Q3 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 40,337 shares of SPMD stock, worth $2.19 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

40,337

Holding current value

$2.19 Million

% of portfolio

0.2%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 01, 2024	BUY	$50.29 - $54.92 $2.03 Million - $2.22 Million	40,337 New	40,337 $2.21 Million

Others Institutions Holding SPMD

# of Institutions

654

Shares Held

188M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

73.3M
Shares

$3.98 Billion
3.98% of portfolio
Betterment LLC New York, NY

17.3M
Shares

$939 Million
2.27% of portfolio
Lpl Financial LLC Fort Mill, SC

12.2M
Shares

$663 Million
0.31% of portfolio
Valmark Advisers, Inc.

5.86M
Shares

$318 Million
5.06% of portfolio
Tiedemann Advisors, LLC

5.75M
Shares

$312 Million
10.91% of portfolio

View Full List

About SPDR PORTFOLIO

Ticker SPMD
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Rkl Wealth Management LLC Spdr Portfolio Transaction History