Rkl Wealth Management LLC Spdr Portfolio S&P 600 Small C Transaction History
Rkl Wealth Management LLC
- $1.06 Billion
- Q1 2025
A detailed history of Rkl Wealth Management LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Rkl Wealth Management LLC holds 411,535 shares of SPSM stock, worth $16.2 Million. This represents 1.58% of its overall portfolio holdings.
Number of Shares
411,535
Previous 151,830
171.05%
Holding current value
$16.2 Million
Previous $6.82 Million
145.95%
% of portfolio
1.58%
Previous 0.61%
Shares
3 transactions
Others Institutions Holding SPSM
# of Institutions
967Shares Held
210MCall Options Held
94.2KPut Options Held
14.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.1MShares$869 Million2.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC21MShares$827 Million0.4% of portfolio
-
Betterment LLC New York, NY16.2MShares$635 Million1.75% of portfolio
-
Bank Of America Corp Charlotte, NC6.51MShares$256 Million0.03% of portfolio
-
Valmark Advisers, Inc.5.85MShares$230 Million3.64% of portfolio