Kerber Rose Wealth Management, LLC Spdr Portfolio S&P 1500 Compos Transaction History
Kerber Rose Wealth Management, LLC
- $123 Million
- Q2 2022
A detailed history of Kerber Rose Wealth Management, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Kerber Rose Wealth Management, LLC holds 128,819 shares of SPTM stock, worth $10.5 Million. This represents 4.88% of its overall portfolio holdings.
Number of Shares
128,819Holding current value
$10.5 Million% of portfolio
4.88%Shares
1 transactions
Others Institutions Holding SPTM
# of Institutions
760Shares Held
98.3MCall Options Held
46.9KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.27MShares$671 Million0.21% of portfolio
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Cwm, LLC3.13MShares$254 Million0.76% of portfolio
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Creative Planning Overland Park, KS3.02MShares$245 Million0.19% of portfolio
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Private Advisor Group, LLC2.85MShares$231 Million1.22% of portfolio
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Valmark Advisers, Inc.2.82MShares$229 Million2.99% of portfolio