Independent Solutions Wealth Management, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Independent Solutions Wealth Management, LLC

$442 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Dec 19, 2024	SELL	$110.2 - $125.58 $253,790 - $289,210	-2,303 Reduced 51.95%	2,130 $266 Million
Q3 2023 Dec 19, 2024	BUY	$115.01 - $127.58 $509,839 - $565,562	4,433 New	4,433 $510 Million

Others Institutions Holding SDY

# of Institutions

1,278

Shares Held

68.1M

Call Options Held

51K

Put Options Held

46K

Bank Of America Corp Charlotte, NC

7.69M
Shares

$1.03 Billion
0.09% of portfolio
Morgan Stanley New York, NY

4.69M
Shares

$631 Million
0.05% of portfolio
Lpl Financial LLC Fort Mill, SC

2.8M
Shares

$377 Million
0.18% of portfolio
Joel Isaacson & Co., LLC

2.52M
Shares

$339 Million
15.22% of portfolio
Royal Bank Of Canada Toronto, A6

2.42M
Shares

$325 Million
0.07% of portfolio

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About SPDR SERIES TR SPDR S&P DIVIDE

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