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 $1.29 Million. This represents 0.85% of its overall portfolio holdings.
Number of Shares
36,053Holding current value
$1.29 Million% of portfolio
0.85%Shares
1 transactions
Others Institutions Holding SPDW
# of Institutions
982Shares Held
502MCall Options Held
500Put Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA61.9MShares$2.22 Billion4.77% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.91 Billion1.99% of portfolio
-
Allworth Financial LP31.7MShares$1.14 Billion6.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$976 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$630 Million16.39% of portfolio