Rkl Wealth Management LLC Spdr Portfolio S&P 600 Small C Transaction History
Rkl Wealth Management LLC
- $1.12 Billion
- Q4 2024
A detailed history of Rkl Wealth Management LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Rkl Wealth Management LLC holds 151,830 shares of SPSM stock, worth $6.66 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
151,830
Previous 22,640
570.63%
Holding current value
$6.66 Million
Previous $1.03 Million
562.14%
% of portfolio
0.61%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding SPSM
# of Institutions
972Shares Held
216MCall Options Held
94.2KPut Options Held
14.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.1MShares$971 Million2.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC21MShares$923 Million0.4% of portfolio
-
Betterment LLC New York, NY16.2MShares$709 Million1.75% of portfolio
-
Bank Of America Corp Charlotte, NC6.51MShares$286 Million0.03% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.54MShares$243 Million0.05% of portfolio