Rkl Wealth Management LLC Spdr Portfolio Intermediate Te Transaction History
Rkl Wealth Management LLC
- $1.06 Billion
- Q1 2025
A detailed history of Rkl Wealth Management LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Rkl Wealth Management LLC holds 39,907 shares of SPIB stock, worth $1.33 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
39,907
Previous 37,539
6.31%
Holding current value
$1.33 Million
Previous $1.23 Million
7.89%
% of portfolio
0.13%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding SPIB
# of Institutions
615Shares Held
245MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.5MShares$1.45 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.3MShares$1.28 Billion0.53% of portfolio
-
Envestnet Asset Management Inc9.9MShares$330 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.83MShares$227 Million0.22% of portfolio
-
Morgan Stanley New York, NY5.5MShares$183 Million0.01% of portfolio