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 $9.95 Million. This represents 4.88% of its overall portfolio holdings.
Number of Shares
128,819Holding current value
$9.95 Million% of portfolio
4.88%Shares
1 transactions
Others Institutions Holding SPTM
# of Institutions
711Shares Held
93.9MCall Options Held
8.6KPut Options Held
4.1K-
Lpl Financial LLC Fort Mill, SC8.17MShares$631 Million0.23% of portfolio
-
Huntington National Bank Columbus, OH3.24MShares$250 Million1.64% of portfolio
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Cwm, LLC3.21MShares$248 Million0.85% of portfolio
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Private Advisor Group, LLC3.02MShares$233 Million1.3% of portfolio
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Valmark Advisers, Inc.2.74MShares$212 Million2.9% of portfolio