Rmr Wealth Builders Spdr Ser Tr Fds Spdr Portfolio Transaction History
Rmr Wealth Builders
- $958 Million
- Q4 2024
A detailed history of Rmr Wealth Builders transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Rmr Wealth Builders holds 14,719 shares of SPDW stock, worth $524,437. This represents 0.05% of its overall portfolio holdings.
Number of Shares
14,719
Previous 14,719
-0.0%
Holding current value
$524,437
Previous $502,000
-0.0%
% of portfolio
0.05%
Previous 0.05%
Shares
6 transactions
Others Institutions Holding SPDW
# of Institutions
969Shares Held
497MCall Options Held
500Put Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA61.9MShares$2.21 Billion4.77% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.9 Billion1.99% of portfolio
-
Allworth Financial LP31.7MShares$1.13 Billion6.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$971 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$626 Million16.39% of portfolio