Rockbridge Investment Management, Lcc Spdr Ser Tr Fds Spdr Portfolio Transaction History
Rockbridge Investment Management, Lcc
- $682 Billion
- Q1 2024
A detailed history of Rockbridge Investment Management, Lcc transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Rockbridge Investment Management, Lcc holds 68,104 shares of SPDW stock, worth $2.44 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
68,104
Previous 69,472
1.97%
Holding current value
$2.44 Million
Previous $2.36 Billion
3.31%
% of portfolio
0.36%
Previous 0.36%
Shares
16 transactions
Others Institutions Holding SPDW
# of Institutions
898Shares Held
469MCall Options Held
4.1KPut Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA59.5MShares$2.14 Billion4.82% of portfolio
-
Creative Planning Overland Park, KS53.1MShares$1.9 Billion2.11% of portfolio
-
Allworth Financial LP28.3MShares$1.02 Billion7.25% of portfolio
-
Lpl Financial LLC Fort Mill, SC25.6MShares$918 Million0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$630 Million16.73% of portfolio