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 $21.8 Million. This represents 2.35% of its overall portfolio holdings.
Number of Shares
663,018Holding current value
$21.8 Million% of portfolio
2.35%Shares
1 transactions
Others Institutions Holding SPIB
# of Institutions
558Shares Held
219MCall Options Held
300Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA44.6MShares$1.47 Billion0.29% of portfolio
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Lpl Financial LLC Fort Mill, SC35MShares$1.15 Billion0.54% of portfolio
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Envestnet Asset Management Inc10.1MShares$333 Million0.11% of portfolio
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Creative Planning Overland Park, KS6.93MShares$228 Million0.23% of portfolio
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D.A. Davidson & Co.5.17MShares$170 Million1.4% of portfolio