Rockwood Wealth Management, LLC Spdr Portfolio Intermediate Te Transaction History
Rockwood Wealth Management, LLC
- $926 Billion
- Q4 2024
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 663,018 shares of SPIB stock, worth $22 Million. This represents 2.35% of its overall portfolio holdings.
Number of Shares
663,018Holding current value
$22 Million% of portfolio
2.35%Shares
1 transactions
Others Institutions Holding SPIB
# of Institutions
602Shares Held
243MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.5MShares$1.45 Billion0.27% of portfolio
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Lpl Financial LLC Fort Mill, SC38.3MShares$1.27 Billion0.53% of portfolio
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Envestnet Asset Management Inc9.58MShares$318 Million0.1% of portfolio
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Creative Planning Overland Park, KS6.83MShares$227 Million0.22% of portfolio
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Morgan Stanley New York, NY5.5MShares$183 Million0.01% of portfolio