Rockwood Wealth Management, LLC Spdr Portfolio Short Term Corp Transaction History
Rockwood Wealth Management, LLC
- $926 Billion
- Q4 2024
A detailed history of Rockwood Wealth Management, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Rockwood Wealth Management, LLC holds 1,790,843 shares of SPSB stock, worth $53.6 Million. This represents 5.77% of its overall portfolio holdings.
Number of Shares
1,790,843
Previous 64,244
2687.56%
Holding current value
$53.6 Million
Previous $1.95 Billion
2648.88%
% of portfolio
5.77%
Previous 0.21%
Shares
10 transactions
Others Institutions Holding SPSB
# of Institutions
565Shares Held
193MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS37.1MShares$1.11 Billion1.12% of portfolio
-
Jpmorgan Chase & CO New York, NY19.1MShares$572 Million0.05% of portfolio
-
Valmark Advisers, Inc.7.37MShares$221 Million3.52% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.38MShares$161 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC5.02MShares$150 Million0.01% of portfolio