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
624Shares Held
248MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC42.2MShares$1.41 Billion0.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA41.7MShares$1.39 Billion0.27% of portfolio
-
Envestnet Asset Management Inc9.9MShares$330 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.97MShares$232 Million0.22% of portfolio
-
D.A. Davidson & Co.5.49MShares$183 Million1.5% of portfolio