Rockwood Wealth Management, LLC Spdr Portfolio Intermediate Te Transaction History
Rockwood Wealth Management, LLC
- $981 Billion
- Q1 2025
A detailed history of Rockwood Wealth Management, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Rockwood Wealth Management, LLC holds 801,066 shares of SPIB stock, worth $26.5 Million. This represents 2.71% of its overall portfolio holdings.
Number of Shares
801,066
Previous 663,018
20.82%
Holding current value
$26.5 Million
Previous $21.7 Billion
22.48%
% of portfolio
2.71%
Previous 2.35%
Shares
2 transactions
Others Institutions Holding SPIB
# of Institutions
623Shares Held
248MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC42.2MShares$1.4 Billion0.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA41.7MShares$1.38 Billion0.27% of portfolio
-
Envestnet Asset Management Inc9.9MShares$328 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.97MShares$231 Million0.22% of portfolio
-
D.A. Davidson & Co.5.49MShares$182 Million1.5% of portfolio