Rkl Wealth Management LLC Spdr Portfolio Transaction History
Rkl Wealth Management LLC
- $1.06 Billion
- Q1 2025
A detailed history of Rkl Wealth Management LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Rkl Wealth Management LLC holds 480,814 shares of SPMD stock, worth $24 Million. This represents 2.32% of its overall portfolio holdings.
Number of Shares
480,814
Previous 204,818
134.75%
Holding current value
$24 Million
Previous $11.2 Million
119.69%
% of portfolio
2.32%
Previous 1.0%
Shares
3 transactions
Others Institutions Holding SPMD
# of Institutions
731Shares Held
208MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$3.85 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$896 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$643 Million0.3% of portfolio
-
Valmark Advisers, Inc.6.37MShares$318 Million4.98% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$287 Million10.91% of portfolio