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 $1.45 Million. This represents 0.85% of its overall portfolio holdings.
Number of Shares
36,053Holding current value
$1.45 Million% of portfolio
0.85%Shares
1 transactions
Others Institutions Holding SPDW
# of Institutions
1,090Shares Held
551MCall Options Held
3.1KPut Options Held
441-
Creative Planning Overland Park, KS86.6MShares$3.49 Billion2.98% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA65.2MShares$2.63 Billion5.11% of portfolio
-
Allworth Financial LP31.6MShares$1.28 Billion6.63% of portfolio
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Lpl Financial LLC Fort Mill, SC30.7MShares$1.24 Billion0.45% of portfolio
-
Cwm, LLC13MShares$523 Million1.88% of portfolio