Rockwood Wealth Management, LLC Spdr Portfolio Intermediate Te Transaction History
Rockwood Wealth Management, LLC
- $981 Billion
- Q1 2025
A detailed history of Rockwood Wealth Management, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Rockwood Wealth Management, LLC holds 801,066 shares of SPIB stock, worth $26.4 Million. This represents 2.71% of its overall portfolio holdings.
Number of Shares
801,066
Previous 663,018
20.82%
Holding current value
$26.4 Million
Previous $21.7 Billion
22.48%
% of portfolio
2.71%
Previous 2.35%
Shares
2 transactions
Others Institutions Holding SPIB
# of Institutions
608Shares Held
245MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.5MShares$1.43 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.3MShares$1.26 Billion0.53% of portfolio
-
Envestnet Asset Management Inc9.58MShares$316 Million0.1% of portfolio
-
Creative Planning Overland Park, KS6.83MShares$225 Million0.22% of portfolio
-
Morgan Stanley New York, NY5.5MShares$181 Million0.01% of portfolio