Rmr Wealth Builders Spdr S&P Kensho Intelligent St Transaction History

Rmr Wealth Builders

$1.08 Billion
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 16, 2021	SELL	$44.25 - $48.78 $131,732 - $145,218	-2,977 Closed	0 $0
Q1 2021 May 13, 2021	BUY	$41.63 - $46.46 $123,932 - $138,311	2,977 New	2,977 $135,000

Others Institutions Holding SIMS

# of Institutions

15

Shares Held

67K

Call Options Held

0

Put Options Held

0

Eqis Capital Management, Inc. San Rafael, CA

13.5K
Shares

$626,456
0.04% of portfolio
Sfi Advisors, LLC Montclair, NJ

12.6K
Shares

$581,593
0.36% of portfolio
Cary Street Partners Financial LLC Richmond, VA

10.3K
Shares

$478,317
0.01% of portfolio
Comprehensive Money Management Services LLC Coral Gables, FL

9.63K
Shares

$445,572
0.31% of portfolio
Lpl Financial LLC Fort Mill, SC

7.51K
Shares

$347,383
0.0% of portfolio

About SPDR S&P KENSHO INTELLIGENT ST

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