Kerber Rose Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Kerber Rose Wealth Management, LLC
- $123 Million
- Q2 2022
A detailed history of Kerber Rose Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Kerber Rose Wealth Management, LLC holds 36,053 shares of SPDW stock, worth $1.53 Million. This represents 0.85% of its overall portfolio holdings.
Number of Shares
36,053Holding current value
$1.53 Million% of portfolio
0.85%Shares
1 transactions
Others Institutions Holding SPDW
# of Institutions
1,149Shares Held
576MCall Options Held
500Put Options Held
200-
Creative Planning Overland Park, KS99.6MShares$4.24 Billion3.47% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA59.7MShares$2.54 Billion4.84% of portfolio
-
Allworth Financial LP32MShares$1.36 Billion6.42% of portfolio
-
Lpl Financial LLC Fort Mill, SC30MShares$1.28 Billion0.43% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$748 Million16.36% of portfolio