Rmr Wealth Builders Spdr S&P Kensho Intelligent St Transaction History

Rmr Wealth Builders

$939 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 16, 2021	SELL	$44.25 - $48.78 $131,732 - $145,218	-2,977 Closed	0 $0
Q1 2021 May 13, 2021	BUY	$41.63 - $46.46 $123,932 - $138,311	2,977 New	2,977 $135,000

Others Institutions Holding SIMS

# of Institutions

21

Shares Held

115K

Call Options Held

0

Put Options Held

0

Sfi Advisors, LLC Montclair, NJ

34.6K
Shares

$1.21 Million
0.89% of portfolio
Lpl Financial LLC Fort Mill, SC

15.6K
Shares

$544,056
0.0% of portfolio
Oppenheimer & CO Inc New York, NY

12.6K
Shares

$438,518
0.01% of portfolio
Cary Street Partners Investment Advisory LLC Richmond, VA

11K
Shares

$382,189
0.01% of portfolio
Eqis Capital Management, Inc. San Rafael, CA

9.36K
Shares

$326,733
0.03% of portfolio

About SPDR S&P KENSHO INTELLIGENT ST

Ticker SIMS
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